Purpose of the role:
To be responsible for and administer a portfolio of companies and trusts and provide a good level of professional service in accordance with the policies and procedures and local regulatory requirements.
Responsibilities:
- Complete timesheet and ensure accurate time capture resulting in correct timely billing
- Maintain good corporate governance practices for the portfolio of companies and trust clients
- Manage entity bank/brokering facilities and ensure timely action on transactions
- Attend to compliance department queries and requests relating to up to date CDD for clients and related entities
- Undertake any projects that may arise from time to time; involvement will be dependent on availability and the skill set required for each project
Skills required:
- Table 4 qualification (or working towards)
- Minimum of 2 years experience in the Trust and Fiduciary services industry