Manage a portfolio of complex unit trusts and related entities
Review, update and prepare statutory records, inclusive of minutes and resolutions
Assist in the processing of new business enquiries, and on-boarding procedures
Meet deadlines for regulatory filings, using CORIS and REEFS
Ensure trustee adherence with governing documents for unit trusts
Attend to daily client / service provider requests relating to trusts under administration
Keep abreast of risks inherent within the assigned portfolio and escalate areas of
concern where necessary
Ensure the trustee’s risk management processes and procedures are adhered to
Support the Director, Trusts to achieve business and commercial objectives and applicable deadlines as appropriate.
Qualifications
5–8 years of experience in the trust or corporate services field.
In-depth understanding of unit trust and corporate structures, including relevant statutory requirements and local legislation.
Proven track record in handling technical and complex transactions, with the ability to demonstrate strong technical competencies and share expertise across the business.
Comprehensive knowledge of trust and company administration, and how these functions interact with other areas within the
organization.
Solid understanding of anti-money laundering (AML) and other compliance legislation, as well as familiarity with trust formation
