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Nikeeta Beri
Co-Founder
+1345 769 7002 Apply Now

Trust – Associate Director

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US$120-135k DOE

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.
Nikeeta Beri
Co-Founder
+1345 769 7002 Apply Now

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