The successful applicant will be responsible for the ongoing supervision and administration of clients consisting of trusts and companies, including complex private client structures and private trust companies. The individual will be required to deal with all administrative aspects of their portfolio of clients with some supervisory responsibility, dealing directly with clients and their advisors and family offices where relevant. The applicant will also be required to read, understand and review financial statements and to liaise with the firm’s accounts department regarding the preparation of financial statements for both trusts and companies.
The role includes the supervision, monitoring and review of documentation pertaining to the establishment and continuation of private trust companies and complex trusts and related companies to ensure compliance with the same and all aspects of the relevant laws. It also includes to the provision of technical assistance and expertise and training to more junior members of staff.
This position requires strong written and oral communication skills, the ability to meet frequent tight deadlines and a willingness to work overtime when required. Applicants must be highly motivated and highly organized with an ability to work on their own initiative. Computer literacy is essential
For reasons of confidentiality and to ensure best match for positions, our normal practice is to submit applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.
Our clients are equal opportunity employers and value diversity. They do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you believe you deserve an exceptional career, we’ll help make it happen.
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