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Trust Administration Supervisor
2 months ago
The role involves supporting the effective and profitable management of various trusts and corporate structures assigned to the team. The primary responsibility is to ensure thorough administration of intricate entities under their supervision.
QualificationsEssential Qualifications
Diploma in Finance or Accounting
Required Experience
Wealth and Investment Management
- Possess a solid understanding of companies and trusts across different jurisdictions, along with expertise in trust and corporate administration. The candidate should be capable of interpreting most trust deeds, company memoranda, articles of association, and related documents. A comprehensive understanding of financial and accounting obligations for trusts and companies is essential. Knowledge of fiduciary risks associated with structures in various jurisdictions is also required.
- Collaborate with the team to foster effective relationships within Wealth and Investment across various jurisdictions. Serve as an authorized signatory.
- Lead and conduct client meetings, ensuring proper documentation. Manage and take responsibility for a diverse client portfolio with minimal guidance from the Team Leader.
- Contribute to the growth of the company by identifying new business opportunities and referring potential leads to a Trust Executive.
- Address any flags or issues highlighted in the monthly Management Information (MI) report promptly.
- Develop and nurture relationships within the Trust division and ICS, engaging with various stakeholders to enhance business growth.
- Business Administration Expertise
- Understanding Customer Needs (Business Banking)
- Data Management Proficiency
- Knowledge of Financial Industry Regulations
- Industry Acumen
- Financial Statement Analysis
- Risk Management