Eirkoo
Trust/Corporate Services Executive (ICSA) - Fully Remote UK)
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About the Role
We are working with a leading international financial services firm who is looking to add a trust/corporate professional to their team. This is a FULLY REMOTE ROLE. You must be based in the UK with the right to work there and 2-3 years+ prior experience.
Responsibilities
- Administration of a portfolio of trust and corporate structures in accordance with internal policies and procedures
- Assisting the Trust Managing Director to analyse and interpret trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issues
- Maintaining current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the trustee’s fiduciary duties
- Ensuring trust and corporate transactions are properly recorded and statutory registers for clients are correct and complete
- Organising meetings, preparation of agendas, draft minutes and trustee resolutions and following up with the business in respect of action items to be completed
- Assisting the team with requests and liaison with tax, accounting, legal advisors, investment managers and banks
- Independently responding to email queries and proactively engaging in the business
- Requesting and reviewing new and updated Client Due Diligence information from clients, as required, to ensure compliance with all applicable AML/ATF, sanctions and related requirements and general compliance duties
- Maintaining awareness of operational risk, anti-money laundering and compliance risks, taking action to limit exposure to risk and identify issues to management
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- At least 3 years' client-facing trust and/or corporate services experience
Professional
- Bachelor's Degree in a relevant field
- Holding or studying towards a Diploma in International Trust Management (STEP)
- Holding chartered status or studying towards graduate status from the Corporate Governance Institute (formerly ICSA) would be advantageous
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