Our client is seeking a Senior Trust Officer to join their team.
You will undertake the day-to-day administration of a portfolio of Client Company and trust structures.
Job accountabilities
- Day-to-day administration of a portfolio of fairly complex client cases, including book-keeping entries and the preparation of some financial reports and statements
- Have a broad understanding of the principles and practices of offshore trusts, companies and related structures
- Ensure mutual understanding of client expectations and commitments at outset and throughout the relationship
- Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
- Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary
- Understand the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios
- Critically review a set of company or trusts accounts or other financial reports
- Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances
Skills and knowledge
- Good knowledge of offshore fiduciary services
- A proven track record in handling complex offshore fiduciary issues
- A proven track record in client relationship management
- Good interpersonal skills for dealing with intermediaries and clients
- Excellent time management and organisation
- Sound judgement
For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com