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 client cases to include bookkeeping entries
- Develop the existing client base by understanding client needs through effective listening and questioning
- Assist in developing new business opportunities by developing good working relations with professional intermediaries
- Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction
Skills required:
- Good understanding of financial markets and finances in general
- Excellent communication skills
- Knowledge of compliance issues and the regulatory framework
- Good knowledge of offshore fiduciary services
- A proven track record in handling offshore fiduciary issues