Trust Administrator
Job Ref: LF
26909
Posted: 2023-09-18
Our client is seeking a trust professional who is STEP/ICSA Diploma qualified (or equivalent) to join a team dealing with HNW clients.
Location
Guernsey,
Channel Islands
Responsibilities
Duties include, but are not limited to;Understanding the team’s client structures and the responsibilities and roles of each party e.g. investment advisers and legal representatives.
Reviewing of trust deeds, company articles, legal agreements etc. to identify key clauses and terms.
Liaising with advisors, lawyers and other external service providers.
Ensuring CDD is up-to-date, supervising the release of appropriate CDD to other parties - effecting NDA/confidentiality agreements.