Permanent. Trusts Account Manager
Job Reference: 1013753
The Agency is recruiting for a Trusts Account Manager on behalf of our client.
Why Apply for the role
Global Exposure: Join a globally recognized leader in trust services with opportunities for cross-jurisdictional collaboration and career advancement.
Client-Focused Role: Manage a diverse portfolio of trusts, ensuring high-quality client service while working with industry experts on island.
Dynamic Environment: Leverage your trust expertise, develop problem-solving skills, and work within a supportive team to tackle complex challenges in an evolving sector.
Responsibilities:
- Administer trusts in compliance with deeds, regulations, and internal policies, ensuring adherence to statutory requirements.
- Oversee administrative tasks, including regular reviews of investments, drafting resolutions and minutes.
- Support the onboarding of new trusts, collaborating with cross-jurisdictional teams as necessary.
- Liaise with internal and external stakeholders, such as auditors and trustees, to ensure smooth operations.
- Undertake additional duties as directed by senior management, maintaining a high standard of data integrity.
Requirements:
- Bachelor’s degree with a relevant professional qualification.
- Minimum of 3 years experience, preferably in offshore trust services.
- Strong understanding of corporate structures, statutory requirements and anti-money laundering regulations.
- Proficient in MS Office, particularly Excel, with experience in software such as Viewpoint preferred.
- Excellent written and verbal communication skills.
- Highly organized, deadline-driven, and capable of working independently.
Salary: US$80,000 – US$100,000 per annum.
If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.
We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Erika@theagency.ky.