To be successful in this role you will have experience managing a portfolio of clients consisting of trusts and companies. You will be required to deal with all administrative aspects of their portfolio and, manage communication directly with clients and their advisors.
You will need to have a high level of communication and be able to work under pressure and to tight deadlines. You will be required to assist client accounting departments with queries relating to financial statement preparation, so ideally you will have previous experience working with and understanding financial statements.
Responsibilities may also include the review of documents pertaining to the establishment and continuation of trusts and companies and to ensure compliance with the same and all aspects of the relevant laws.
Qualifications & Experience:
• Internationally recognized professional distinction (CA, ACCA, CPA) or an advanced degree and 3+ years experience in the financial services industry, or
• progress towards a professional designation with at least 3 years relevant experience, or
• 3+ years relevant experience in offshore trust and corporate services
The successful applicant will receive a competitive salary and benefit package.
|
