HR901: Trust Officers | Bermuda

Hamilton Recruitment

  • Hamilton, ON
  • Permanent
  • Temps-plein
  • Il y a 1 mois
TRUST OFFICERS – TRUST SERVICES – BERMUDA – ONLY 10% TAX – HR901About this opportunityAt our client, financial services are delivered with a personal touch. They prioritize results, value strong relationships, and recognize achievements. If you're looking to join a collaborative and professional team in a well-established, independent financial institution, this could be the right opportunity for you.The Trust Officer will report to the Vice President, Trust Services, and will be responsible for managing a portfolio of complex trusts and companies. The incumbent must be able to exercise mature, reliable judgment in the interpretation of trust deeds and the maintenance of client relationships.Your responsibilities will include:
  • Management and administration of a portfolio of trusts
  • Onboarding, establishment, ongoing administration, compliance and management of Private Trust Companies and Subsidiaries
  • Developing and maintaining excellent relationships with beneficiaries and advisors in order to deliver a proactive service to carry out the trust's purpose and client's wishes
  • Reviewing and interpreting trust documents to ensure proper administration and identify relevant issues
  • Preparing minutes, resolutions and related governance documents for Trusts and Companies at all times
  • Drafting and interpreting trust deeds and related documents with a focus on reviewing trust documents for legal, tax, administrative and investment issues
  • Maintaining effective communications with the manager, staff and professional advisors of clients as required
  • Taking an active role in effectively servicing client accounts
What you'll need
  • University degree in finance, business, or law and a minimum five years relevant experience in financial services, trust administration, or law banking
  • STEP Diploma in International Trust Management and be a Full Member of a STEP with the strong desire to progress
  • Strong understanding of investments and financial services with the ability to understand and interpret financial statements, legal and applicable regulatory issues, and trust deeds
  • Good knowledge of trust industry and best practices and related policies & procedures
  • Good knowledge and awareness of business risks and related controls
  • Excellent interpersonal skills and ability to work well with all levels of staff
  • Proficient user of Microsoft Office Suite (Excel, Word, PowerPoint, Access)
  • Fluency in a Foreign Language (such as German or Spanish) would be very advantageous
How to apply
  • To apply, attach your résumé or include a link to your LinkedIn profile
  • If you don't provide one of the above, we can't progress your application
For reasons of confidentiality and to ensure best match for positions, our normal practice is to submit applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.Our clients are equal opportunity employers and value diversity. They do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you believe you deserve an exceptional career, we'll help make it happen.

Hamilton Recruitment