Senior Trust Officer Private Client Trusts
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. For more information about Citco, please visit www.citco.com
About the Team & Business Line:
For over 75 years Citco has developed an ethos of service excellence and partnership in corporate fiduciary and administration that our clients rely upon. Through our global office network we provide a full suite of corporate administrative services to set up, administer and maintain corporate entities throughout their life cycle.
Working with our Citco Corporate Solutions team, you will work with multinationals, corporates and private clients to provide critical support that helps them meet the increasing regulatory and compliance requirements that shape the industry.
Your Role:
You will administer the life cycle of trust and company structures with diversified portfolios.
Draft routine trust and company documents
Review bank statements and prepare portfolio performance reviews, as well as annual trust reviews
Liaise with local and international legal professionals, financial institutions and professionals, as well as client liaison and support
Responsible for the coordination of AEOI reviews for new business
Liaise with internal departments, clients, brokers, accountants and directors
Responsible for monitoring and following up on collection of accounts receivable
Provide assistance with the maintenance and update of statutory books and database administration and related statutory filings and payments
Provide assistance with the creation and maintenance of various internal tracking spreadsheets and daily/weekly/monthly reporting
Coordinate the collection of KYC materials and attend to client on-boarding
Responsible for mentoring and training a Trust Administrator
About You:
You are preferably STEP qualified.
At least 5 years relevant private client trust work experience
Possess a working knowledge of corporate and trust laws in a multi-jurisdictional context
Experience with CAP and CORIS
AEOI experience (reviews, classifications, due diligence)
Ability to organize and minute trustee/director meetings
Ability to review and draft trust/corporate documents and resolutions
Practical experience in database administration (pref. Viewpoint), Adobe, Word, Excel and Outlook
Ability to assimilate, prioritize and process a high volume of client requests with rigid deadlines and to work under pressure
Experience in supervising and mentoring staff
Experience with review of investment and financial statements
Familiarity with AML laws in the Cayman Islands
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Work Modality
Monday to Friday from 8am to 5pm.|On Site.
This job posting comprises the law No 19691 and its decree No 73/019, which includes the people registered in the National Register of disabled people who have the skills and aptitude for the position described in the present posting.
- Ubicaciones
- Montevideo Uruguay
Senior Trust Officer Private Client Trusts
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