Trust Associate at Meristem Securities Limited

Roles and Responsibilities;

• Overseeing the overall trust activities for Meristem Trustees ltd
• Developing and penetrating the market with Trust services business
• Primary responsibility for Trust services mandates and transactions
• Estate planning and administration service support
• Creation, implementation of trust products/services.
• Follow up on management of relationship with Trust clients – e.g. discussions with estate agents, insurance companies, receipt of certificates, dividend warrants etc.
• Ensuring regulatory compliance and corporate governance adherence
• Provision of Company Secretarial service
• Preparation and review of legal agreements and other documentation
• Conducting legal due diligence, as required
• Researching general legal issues relating to Trust services mandates
• Providing legal structuring & general advice
• Attending client meetings
• Liaising with external solicitors as required
• Ensuring that all statutory filings are carried out in a timely manner. (i.e., filing of annual returns, renewal of registration with SEC etc.)
• Ensuring that the Unit has up to date library of laws/regulations that affect our business.
• Responsible for coordinating activities of the Unit with regards to promoting Corporate Governance issues (i.e., ethical/best business practices) and Know Your Customer obligations (i.e., in the absence of the Risk Management Unit), etc. within the Company.
• Have primary responsibility for developing and implementing Commercial Trust mandates.
• Engage in researching Trust issues & preparation of relevant newsletters or articles
• Supervise junior staff within the unit
• Any other duties as may be assigned

Desired experience

• 5 years post call experience in corporate legal practice or well-structured Financial Service ,Trustee organization
• Studies
• LLB, BL; Master degree/ ACIS an added advantage

Minimum requirements

• Good knowledge of laws regulating operations of businesses in the country; particularly the Financial Service sector and Trust business.
• Knowledge and practice of trustee business
• Transaction structuring skills
• Investment advisory and management skills

Desired requirements
Generic Skills

• Excellent communication skills, confident, with initiative
• Able to work as a team, action oriented with ability to prioritize and manage varied and fast moving workload
• Ability to think strategically and adopt problem solving approach to issues
• Must have strong drive towards learning and self improvement

Supervisory Skills

• Organization and co-ordination skills
• Team building/conflict management