Trust Administration Jobs

We are seeking a highly motivated professional, well disciplined in all aspects of trusteeship and executorship, to join the team of professionals in our client’s Bermuda office.

Primary duties will include:
- Administer a portfolio of complex trusts
- Ensure compliance with in-house procedures and relevant legislation
- Training and mentoring other staff members

Requirements include:
- Membership of The Society of Trust and Estate Practitioners
- A minimum of 5 years of trust and estate administration experience including the use of purpose trusts, employee benefit trusts and private trust companies
- The ability to understand trust accounts and the issues arising from their preparation
- Knowledge of corporate and trust administration with specific working knowledge of the Companies Act and Private Trust Companies legislation
- Knowledge of UK taxes would be an asset
- Experience in ensuring compliance with procedures and legislation and minimizing of corporate risk
- The ability to lead and be part of a team of professionals
- The ability to deal effectively with clients, attorneys and colleagues, and to exercise discretion and confidentiality

Our client offers a competitive, low-tax compensation package commensurate with experience.

Please send application to: frank@bermuda4u.com

We are currently seeking an experienced Trust Officer on behalf of our client in beautiful Bermuda.

The successful candidate will be responsible for a range of duties including:

• Developing/maintaining effective client relationships
• Authorizing and committing the Trust Company on various transactions
• Ensure that all provisions, policies and procedures are adhered to at all times
• Proactively contact clients to resolve any concerns
• Provide advice and support to other staff members and support team

Requirements:

• A Bachelors Degree with at least 7 years of relevant experience in Trust Administration
• Law, Accountancy, Investments or Banking experience would be an asset
• STEP designation or progress toward STEP designation
• Strong knowledge of banking principles and procedures
• Ability to understand/interpret trust deeds, wills, by-laws and other Company Legislations
• Proven ability with all aspects of employee management/development
• Excellent client service, interpersonal, communication, team, problem-solving, administrative and organization skills

Our client offers a competitive and nearly tax-free (only 4.75% payroll tax) compensation package based on experience.

Send application to: frank@bermuda4u.com

Our client, a medium-sized trust firm with an office in Bermuda, is seeking a qualified trust administrator. The successful candidate will be responsible for the efficient administration of a number of trusts and companies, and will have a professional qualification (STEP, ISCA or recognised accountancy qualification).

Job Description:

Duties include:

• Ensuring compliance with relevant laws
• Dealing directly with clients and their advisors
• Reviewing financial statements
• Billing and fee collection

Requirements:

• 3 years’ experience of trust and company management
• Good knowledge of trust and company law
• Recognised trust/accountancy qualification (STEP, ICSA, ACA etc)
• Proficiency in Microsoft Office

Send application to: jobs@bermuda4u.com