Nikeeta Beri
345 769 7002 Apply Now

Trust & Corporate Services Officer

| Trust
US$75-110k DOE


  • 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.

Nikeeta Beri
345 769 7002 Apply Now

Looking for more?

Tap Enter!