Job Title

Trust Officer

Required Skills

Job Description

 

Company Introduction

Our client is a provider of corporates services.

Job Responsibilities and Duties

  • Organise a multi-jurisdictional portfolio of companies and trusts;
  • Liaising with clients where needed via telephone and email;
  • Ensure client compliance with various company laws and regulations;
  • Maintain trust and corporate records;
  • Draft trust documentation and deeds for review by legal support;
  • Attend trustee meetings as required, taking minutes where needed;
  • Draft agenda/minutes/resolutions/proxies in relation to Annual General Meetings and other meetings;
  •  Draft minutes/resolutions in relation to Shareholders, Trustee and Directors meetings i.e. opening of bank accounts resigning/appointing directors and officers, financial matters;
  •  Prepare other legal documents i.e. Certificate of Incumbency, Certified Resolutions, Secretary’s Certificates, Agreements;
  • Prepare Annual Returns and other statutory filings;
  • Facilitate banking duties for clients, such as creating on-line payments for signatory execution;
  • Draft letters/emails/faxes to clients and other financial institutions;
  • Manage due diligence and compliance records for clients’ entities;
  • Manage and organize filing systems both physical and electronic;
  • Income and fee collection, chasing of invoices where needed;
  • Record billable time;
  • Cover for colleagues when needed;
  • Any other duties that may be required from time to time.

Experience

  • At least 2-3 years of relevant experience i.e. trust officer and/or corporate administrator – able to demonstrate experience in handling complex work within a trust legislation framework;
  • Excellent communication skills, both written and oral in English;
  • Good computer skills including advanced knowledge of Microsoft Word, Excel and Outlook.

Personal Skills

  • Self motivated with the ability to work autonomously and self-organize the work-flow;
  • Strong organizational skills and the ability to manage deadlines;
  • Acute time management skills with the ability to multi-task;
  • Ability to follow procedures;
  • Excellent attention to detail;
  • A determination to conclude tasks fully.

Recruitment Team Leader

Sectors Finance, Legal & Compliance, Risk & Fraud

Contact

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