Job Description

Junior Trust Officer – Private Client Trusts

An industry leading Financial Services company on Grand Cayman are recruiting to a Junior Trust Officer position in their Private Client Trust department. The post holder will work closely with the Account Manager and will be responsible for administration and governance for a portfolio of trusts and companies.

Responsibilities of the position include:

• Administering the life cycle of trust and company structures with diversified portfolios;
• Drafting routine trust and company documents;
• Reviewing bank statements and preparing portfolio performance reviews;
• Liaising with local and international legal professionals, financial institutions and professionals, as well as client liaison and support;
• Coordination of FATCA/CRS/AEOI reviews for new business.

To successfully apply you will need:

• At least 2 years relevant private client trust work experience;
• To be STEP qualified or working towards your STEP qualification
• AEOI experience (reviews, classifications, due diligence);
• A strong knowledge of AML laws in the Cayman Islands

The organization offers a competitive salary and an attractive benefits package. If you’re interested in getting further details or think that you would like to apply, please email your CV to david@baraud.com