Trust Officer
Summary
Administers and ensures compliance of trust structures, companies, and foundations while coordinating with clients, advisors, and regulators in a fiduciary role.
Responsibilities:
• Assisting with the administration of legal structures including trust, companies, foundations and other similar
structures.
• Ensuring the adherence of these structures to the fiduciary, statutory, regulatory, and internal obligations that
they are subject to.
• Drafting of appropriate documents and other work in order to assist a team of administrators of administrating
the legal structures and responding (or proactively engaging) with client requests.
• Assisting with contact with client, advisors and related third parties (for example external lawyers, tax consultants
etc.).
• Assisting an accounts teams with the preparation of annual accounts for the legal structures, by assisting qualified
bookkeepers and accountants to ensure correct information is provided to them and recorded.
• Ensuring compliance with all relevant policies and procedures, and learning and adhering to AML/CFT and other
regulator regulations and obligations.
• Monitors under guidance the investment portfolios
Qualifications:
• 3 years’ experience in trust environment
• Understanding of regulatory compliance, risk management and trust structuring
• Relevant professional qualification
• High degree of integrity and ethical culture
• Excellence in client servicing
• Good report writing and analytical abilities
• Excellence communication in English (written and spoken)
• Attention to detail and outgoing personality
Interested applicants are kindly requested to send their CV to Abigale Yumul at abigale.yumul@fidentem.com or contact 6533 2611 for further inquiries.