Trust Officer

Job Description

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.