Trust/Corporate Services Executive
Skills
Anti-Money LaunderingBankingCorporate GovernanceDeedsFiduciaryFollowing UpMinutes
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- At least 3 years' client-facing trust and/or corporate services experience
- Based in the UK with the right to work there
- 2-3 years+ prior experience
- Bachelor's degree in a relevant field
- Studying towards or holding a Diploma in International Trust Management (STEP)
- Chartered status or graduate status from the Corporate Governance Institute is an advantage
Nice to have
- Proactive
- Detail-oriented
- Independent
- Analytical
- Organised
Day to day
- Administer a portfolio of trust and corporate structures in line with internal policies and procedures
- Analyse and interpret trust deeds and related documents with attention to legal tax administrative and investment matters
- Coordinate meetings agendas draft minutes trustee resolutions and follow up on action items
- Liaise with tax accounting legal advisors investment managers and banks while handling queries proactively
- Request and review client due diligence information to support AML ATF sanctions and compliance requirements