Manages a portfolio of trusts, companies and private funds, overseeing governance, transactions and financial administration.
As a Senior Officer, you’ll play a pivotal role in managing a portfolio of key clients, including complex structures and a variety of asset classes.
Client & Portfolio Management: Administering trusts, companies, and private funds with a focus on high-value and complex entities.
Governance & Compliance: Ensuring robust corporate governance, accurate record-keeping, and timely tax filings.
Communication & Coordination: Acting as a key point of contact for clients and intermediaries, handling queries efficiently, and collaborating across departments.
Transaction Oversight: Managing property and investment transactions, including liaising with solicitors, agents, and advisors, and preparing relevant documentation.
Financial Administration: Reviewing accounts, overseeing credit facilities, monitoring investments, and managing banking and brokering activities.
Operational Excellence: Prioritising workload, maintaining data accuracy, and ensuring all actions align with internal policies and procedures.
Skills & Experience: 3 + years of trust & company experience. STEP / CGI Qualification or working towards it is a plus.
Register your interest by emailing [email protected] or via our website www.bespoke.co.im/contact