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Job SummaryThe Trust Officer will ascertain and clarify work requests, objectives and expectations and seek guidance as necessary in order to effectively complete the task
What will you do?
- Think of solutions and looking at innovative ways to streamline activities in order to meet productivity levels and thus efficiency goals
- Time input management
- Ensure work is prioritised accordingly in order that service timelines are met and goals for the unit are achieved; raising any concerns as they arise
- Produce accurate work and to a high standard of professional quality
- Provide assistance and training across the unit as requirements are identified in order to support the team and to raise awareness of any knowledge gaps and to address those with the support of the Manager.
- Act in accordance with the terms of the governing document (e.g. Trust Deed, Memorandum and Articles of Association) and the laws of the relevant country and to follow the RBC Policies & Procedures, along with any business process/guidelines, as set out and amended from time to time
- Bring to the attention any errors and omissions identified whether it be on our electronic trust and company management database and banking/diary records systems, or through our document files, being managed, in order to keep the integrity of those intact at all times
- Liaise with internal clients, internal network & other professionals as required
- Carry out such other duties as may be required from time to time as expected at PL level
- Keep updated with technological enhancements in order to remain on top of developments and accurate use of the systems database and programs utilised
- Perform and maintain trust and company administrative duties including to but not restricted to: maintenance and controls for new business/entities/individuals, company incorporations, government filing requirements, receipt of assets, trust and company account closures, fee receipts, investments, banking arrangements, periodic reviews, investment reviews, systems updates, company secretarial and trust record management, business preparation of periodic reviews, distributions, accruals for fees and costs, debtor clearance
- Engage and assist in Personal Trust projects as they may arise from time to time. Those can be in relation to RBC business strategies for Senior Management, Regulatory Audit, Marketing Analytical data, Internal Audit or Management Reporting/Inquiries
What do you need to succeed?
- Possess a recognized Trust qualification such as STEP, ACIB or ICSA, or; a qualified attorney who has experience working in the field of trust law and company law, or; a qualified accountant who has experience working with a personal or corporate trusts and privately held companies.
- Must have proven track record in the administration of offshore trust and/or corporate arrangements for high net worth individuals
- Proficient in Microsoft Office Suite of Word, Excel, Outlook and PowerPoint
- Possess a sound knowledge of all aspects of Trust and Company law, Trust Accounting, Investments and International Banking procedures acquired through experience and/or courses of study e.g. STEP, ACIB or ICSA.