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Category
Operations Specialties Managers
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Job Description
Job Description
Lead the Trust Administration team, set goals for employees, continuously evaluate performance.Review time sheet of team members and monitor their productivity and chargeability on regular basisWork effectively with all other departments in the business to ensure holistic delivery of services to clients.Manage client relationships, operational risk, service level agreements and coordination of client deliverables.Appointment to the role of Resident Manager to the Trust Company.Appointment as a director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position to internal entities or client entities where necessary and required by the Management and mutually agreed.Reviewing and processing of client requests and servicing the client in an efficient, responsible and professional manner in accordance with applicable legislation and internal procedures.Responsibility for the quality of the client files, ensuring compliance with statutory obligations and audit requirements.Responsibility for all legal, regulatory and trust matters for portfolio under management including completion of all required documents and agreements and maintenance of proper physical and electronic files.Assist with the drafting of all necessary legal documents required for the day to day management of Trust and Corporate entities (such as minutes/resolutions, letters, deeds etc.) and be responsible for managing the relationship, legal and administrative matters of a portfolio of trusts and companies.Conduct regular reviews of each entity in the portfolio through effective liaison with clients and intermediaries.Develop, maintain and expand contact with clients to develop a long-term relationship and grow to be a trusted advisor to our clients.Provide pragmatic solutions in line with the Group’s strategy, ensuring rational analysis for implementing Trusts and Commercial structures.
Obtain necessary reviews and opinions to obtain feasibility and legality as required.Research and analysis for structuring variations of the Trusts and Commercial entities currently offered by the office as well as assist in developing new offerings.Ensure adherence to all compliance, legal and corporate services, transaction monitoring and tax and transparency standards of the business.Accurately record chargeable time and ensure monitoring of invoicing and collection of outstanding fees for the portfolio of clients.
Help top resolve any payment issues with clients.Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk is addressed on behalf of the client.Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework.
Comply with all internal procedures regarding the correct use of automated programs for recording all required client and company data.
Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.Ensure contingency plans are in place for all services to include business recovery plans.Undertake such other duties, related to the position, as may from time to time be agreed with Management.What we offer
Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profileWellbeing: additional social benefits such as private health and dental cover, life assurance and etcAnnual leave: our employees are entitled to 25 days paid leave plus all statutory public holidaysMaternity and paternity leave, education leave and etcFlexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend.
As such, we are open to conversations with employees related to setting up flexible working arrangements.
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