Senior Associate - Private Clients

full-time Financial Specialists

Job Description

Purpose of the job 

To manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally, to include money laundering, compliance and relevant legislation. 

Main Responsibilities 

• To take ownership and manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally, to include money laundering, compliance, and relevant legislation. 
• Fulfilling the fiduciary duties of a trustee, which includes but is not limited to, attending to trustee resolutions, distributions, letter of wishes, accounts, periodic and compliance reviews 
• Maintaining the integrity and completeness of the client files and...