Trust & Corporate Services Officer

Responsibilities:

• The successful applicant will be expected to assist a growing Trust Unit with the administration of all accounts including Trusts, Private Trust Companies, Companies and Agencies.
• You will be responsible for the day-to-day administration of a portfolio of accounts with high complexity.
• Administering a portfolio of accounts in compliance with all laws and regulations.
• Providing technical guidance and problem solving for trust clerks/trust administrators/assistant trust officers.
• Communicating in an effective, professional and courteous manner with clients, attorneys, accountants and other professionals.
• Ensuring reporting to clients is accurate and timely.
• Meeting with clients, their lawyers, accountants and other advisors as required.
• Completing administrative, investment and risk reviews on all accounts in accordance with established procedure and complete corrective action arising from established office procedures.
• Researching/investigating and responding to client queries in a timely and professional manner.
• Reviewing and approving financial statements and other financial reports to ensure accuracy.
• Ensuring all statutory filings are completed in a timely manner.
• Providing administrative support to Senior Management.
• Assisting with the compliance of FATCA/CRS.
• Assisting with the ongoing development of a robust policy and procedures manual.
• Ensure database is effectively maintained.
• Assist with the preparation of fee proposals and managing of Trust accounts receivables.

Experience required:

• A STEP Diploma in International Trust Management (TEP Designation), or working towards it.
• 5-7 years of trust, company and administrative experience.
• Excellent oral and written communication skills in English and Spanish. Mandarin a plus, due to our company’s client base.
• Ability to work within a team of professionals and must be able to work under pressure in a fast paced and dynamic environment.
• Proficient in Microsoft application (Word, Excel, etc.) and Viewpoint

The salary range for this position is US$75,000.00 – US$110,000.00 per annum based on qualifications and experience.