Associate – Family Office Relationship Management

J30932
Negotiable
14. November 2019

For those wishing to pursue their next step on the Trust Administration career path within a Family Office environment. Ideally the incumbents will be studying their STEP Certificate, be STEP Certificate qualified or just moving into the STEP Diploma

Duties to include:

Client take on and entity formation/termination
Assist with KYC/CDD information collation and system input for client take on
Formation of trusts, companies and foundations in any jurisdiction
Termination of trusts, companies and foundations in any jurisdiction
Assist with transfers in/out of entities from/to other fiduciary providers
Assisting in client meeting preparations and efficient follow up of general matters arising
Handling documentation and resolutions with regard to transactions and restructures
Drafting of resolutions relating to payments and settlements, with assistance from Trustees. Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required

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