Experienced Trust Officer
vor 4 Wochen
The Trust Officer will play a vital role in ZEDRA, overseeing the administrative responsibilities for a portfolio of trusts, companies, and other wealth structures. This position requires exceptional organizational and communication skills to ensure first-class service is provided to clients, intermediaries, and stakeholders.
Main Responsibilities
- Day-to-day administration of various entities, including incorporation and liquidation of companies, creation and termination of trusts, drafting minutes.
- Potential client contact, attendance at client meetings with relationship managers.
- Processing expense payments and trust distributions.
- Monitoring and assisting with invoice payments.
- Dealing with formalities related to bank-account openings and maintaining good relationships with banks and other third parties on behalf of clients.
- Preparation of resolutions, minutes of boards of directors and minutes of general meetings, responses to KYC requests.
- Preparation of memorandums and notes on specific transactions and important events related to the life of trusts.
- Set up and onboarding of new clients in the administration system; document fulfillment for KYC and FATCA/ES and CRS related matters, onboarding, preparation of closing binders.
- Risk management process through the identification and reporting of specific risks or risk trends to Senior Management and meeting all governance, controls, and compliance requirements.
- Ensure compliance with internal policy and procedures.
Requirements and Expectations
- Excellent organizational and communication skills.
- Excellent team player, autonomous, and proactive.
- Fluent level of English required.
- Minimum 5-6 years of experience in a similar position in the trust industry.
- Experience in dealing with UK res/non dom clients would be beneficial.
- Commitment to high-quality professional service levels and a desire to get involved in all elements of the lifecycle of structures and administration.
Prior experience in a compliance role is a plus.
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