Key Responsibilities
- Manage a portfolio of trusts, foundations, and related structures.
- Handle the day-to-day administration of trust accounts, including payments, distributions, and asset management.
- Liaise with clients, beneficiaries, and professional advisors to ensure smooth operations and excellent service.
- Maintain accurate and up-to-date trust records and documentation.
- Ensure compliance with all relevant laws, regulations, and internal policies, including AML/CFT requirements.
- Prepare reports, minutes, and other documentation for trust meetings.
- Support senior trust officers and management with ad-hoc projects or client requests.
Requirements
- Minimum 3 years of experience in trust administration, fiduciary services, or related field.
- Strong knowledge of trust structures, estate planning, and compliance regulations.
- Excellent communication and interpersonal skills to interact with clients and stakeholders.
- Detail-oriented with strong organizational and problem-solving abilities.
- Proficiency in Microsoft Office and trust administration systems.
- Relevant certifications such as STEP (Society of Trust and Estate Practitioners) qualification would be an advantage.
Next Step
If you are interested in applying for this role, please submit your resume through this portal or send a copy of your CV (Word document) to [Confidential Information].
EA Reg No. R1876585
EA License No. 23S1593
