Trust Officer

• Takeover of an existing complex client portfolio

• Preparation of agreements, organisational charts, deeds, presentations and review of the same

• Review and approval of financial statements

• Creating and maintaining files

• Work independently on day-to-day mandate administration (e.g. drafting of minutes/resolutions, review of bank and portfolio statements, monitoring of payment and execution of the same, liaise with internal & external accountants, auditors, etc)

• Direct and regular contact with the clients, their advisors and/or family offices