Trust – Associate Director

Responsibilities:

• Keeps abreast of legislative changes that may affect the organization and its compliance with local Trust laws
• Research and report on changes to Trust law effecting PTC’s, Unit Trusts and Charitable and Star Trusts and implements respective changes to policies & procedures
• Drives the Trust business with regards to all Trust related matters, including the set-up and structuring of Trusts, execution of documentation and coordination with all parties involved in the Trust structure
• Serves as an authorized signatory of the Trustee on Trusts in a manner that is reasonably believed to be in the best interest of the beneficiaries
• Performs detailed reviews of documentation and communications for all Trust clients
• Communicates with the general registry on all filing matters
• Maintains and prepares Trustee packs for meetings where applicable and drafts Trustee minutes
• Works with the Managing Directors on building the Trust business
• Assists with data protection implementation, International Tax Compliance and AML issues for all trusts as applicable.

Experience:

• STEP qualification is essential
• Minimum of three years’ experience working with STAR, Charitable, Unit Trusts and PTC’s
• Proven track record of delivering advice and results to internal and external clients across a wide range of industry sectors, advising in relevant areas of trust.