At a Glance
- Tasks: Manage trust and corporate structures while ensuring compliance and maintaining client relationships.
- Company: Leading international financial services firm offering a fully remote role.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional development.
- Other info: Work remotely from anywhere in the UK with a focus on career growth.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: 3+ years of client-facing experience and relevant qualifications in trust management.
The predicted salary is between 35000 - 45000 £ per year.
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 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.
Experience:
- At least 3 years' client-facing trust and/or corporate services experience.
Professional Qualifications:
- 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 an advantage.
Trust/Corporate Services Executive (ICSA) - Fully Remote UK) in Bury employer: Eirkoo
Join a leading international financial services firm that values flexibility and work-life balance with this fully remote Trust/Corporate Services Executive role. Enjoy a supportive work culture that prioritises employee growth, offering opportunities for professional development through qualifications like the Diploma in International Trust Management. With a focus on collaboration and compliance, you'll be part of a dynamic team dedicated to delivering exceptional service while working from the comfort of your home in the UK.
