Trust officer
Our client is a discreet family office firm committed to delivering top-tier wealth management solutions to their clients. With a focus on trust administration, estate planning, and fiduciary services, they pride themselves on maintaining the highest standards of professionalism and integrity. Our client is seeking a diligent and proactive Trust officer to join a dynamic team. The candidate will be responsible for facilitating the seamless transfer of entity administration between different offices, ensuring compliance with company policies and legal requirements, and providing essential support to various departments within the organization.
Entity Transfer Coordination:
- Prepare and coordinate the execution of all necessary documents for the transfer of entity administration between different offices.
- Maintain an updated list of entities and liaise with relevant departments to facilitate smooth transfers.
- Collaborate with Relationship Directors/Managers to address any transactional needs or information requests.
Administrative Support:
- Respond promptly to inquiries from Relationship Directors/Managers, Accounting, and Compliance departments, providing necessary information and clarification.
- Assist with the preparation and presentation of periodic reviews of trusts and companies to ensure compliance with company policies and legal requirements.
Database Management:
- Ensure the accuracy and currency of information in the company's database system.
- Administer a portfolio of entities, including forming and terminating trusts, companies, and foundations in various jurisdictions.
Document Preparation:
- Draft and review a variety of documents, including resolutions, loan agreements, powers of attorney, facility documentation, and property transaction documents.
- Provide support to Directors and Managers on client requests and group projects as needed.
General Administrative Support:
- Offer general administrative assistance to the team, contributing to the smooth operation of daily activities.