Purpose of the role:
To undertake the day-to-day administration of a portfolio of Client Company and trust structures.
Responsibilities:
- 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
Skilled Required:
- Key areas are as follows (note that the Senior Trust Officer is expected to demonstrate these skills or, in the minority, show
- potential to acquire them):
- Good interpersonal skills for dealing with intermediaries and clients