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Trust Officer

Description

Our client a multinational professional services company is actively seeking a Trust officer to join their team. Located in the Cayman Islands, you will be responsible for the administration of a large Trust Portfolio of Private Clients.  
  
Duties;

  • Administer a complex portfolio of trusts
  • Draft company documents
  • Review Bank Statements
  • Prepare performance reviews on your portfolio
  • Liaise with compliance professionals to coordinate FATCA/CRS/AEOI reviews for new business
  • Assist with accounts receivable
  • Creating and maintaining spreadsheets

  
Requirements;

  • Step Qualified
  • 3+ years’ experience in private client trusts
  • Working knowledge of corporate and trust laws across multiple jurisdictions
  • AEOI Experienced
  • Excellent Communicator, both verbal and written
  • Proficient in Viewpoint, Microsoft Word, Excel & PowerPoint

  
If you would like more information on the above role, get in contact today. All applications are highly confidential.

Ben Bailey

Ben Bailey

Recruiter
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