Wealth Management - Trust Associate
Exciting opportunity to join our International Trust Services team (ITS). This team is a core business of the Private Bank, offering discretionary and directed trust products to meet the long-term estate planning needs of our wealthiest clients domiciled in Asia, Latin America and EMEA.
As a Wealth Management - Trust Associate within our International Trust Services team, you will have the exciting opportunity to offer discretionary and directed trust products to meet the long-term estate planning needs of our wealthiest clients domiciled in Asia, Latin America, and EMEA. You will work to ensure that fiduciary services are delivered in a manner consistent with all legal, regulatory, and internal requirements. You will also administer the end-to-end execution of specific functions in support of trusts and corporate administration. This role provides an excellent opportunity to enhance your skills and grow within our organization.
Key Responsibilities:
- Partnering with Trust Officers in the preparation and execution of relevant documents related to the various aspects of trust administration; including account opening forms for the opening of internal and external bank and investment accounts, processing all required documentation including Letters of Direction, Minutes, Power of Attorney, Resolutions and subscription documents.
- Processing transactions for the structure including distributions, credit facilities, liquidations and transfers, including the preparation of entries in the trust administration system.
- Collaborating with the respective client facing teams, including Client Advisors and Wealth Advisors, to ensure timely and accurate communication with settlors, beneficiaries and professional advisors.
- Liaise with the new business approval team for the onboarding of new structures.
- Liaise with the bank’s operations team with regards to the opening of bank accounts.
- Liaise with the trust accounting team to ensure timely and accurate preparation of financial statements for the trust structures.
- Ensure proper communication to accounting and fee billing on account activities.
- Assisting in the performance of fiduciary reviews and other compliance and risk management tasks to ensure that the structures are administered in accordance with regulatory and group requirements.
- Assist in the preparation of client meetings and other projects and duties as assigned by management.
Required Qualifications, Capabilities and Skills
- Knowledge of trust law and legal/regulatory requirements affecting international fiduciary locations
- A third level degree or equivalent
- Proficiency in MS Office Applications; adaptive to new systems and technologies
- Excellent written and oral communication skills
- Ability to work in a team environment with minimum supervision
Preferred Qualifications, Capabilities and Skills
- Ideally a minimum of 2-3 years’ fiduciary experience
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