Trust Officer at Alan & Grant

Zip/Postal Code: 100001
Industry: Financial Services

Job Summary

• The holder is responsible to ensure trust mandates and transactions are properly structured and executed (as well as supervising continuing obligations) to achieve desired objectives and outcomes.

​Duties & Responsibilities

• Primary responsibility of structuring bespoke solutions to meet clients/prospect transfer needs
• Day to day administration of clients Trust Plans and providing required service support
• Provide support to Business developers in the creation, implementation of trust products/services
• Assist with business pitches and capabilities presentations and liaising with external solicitors as required
• Follow up on management of relationship with Trust clients – e.g. discussions with Asset managers, estate agents, insurance companies, receipt of certificates, dividend warrants etc.
• Ensuring regulatory compliance and corporate governance adherence  
• Provision of Company Secretarial service and attending client meetings
• Preparation and review of legal agreements and other documentation
• Conducting legal due diligence, as required whilst also providing legal structuring and general advice
• Researching general legal issues relating to Trust services mandates
• 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 and any other duties as may be assigned

Requirements

• Minimum of B.Sc, LLB, BL in related field
• Minimum of 5 years post call experience in well-structured Financial Service Trustee organization or corporate legal practice
• Master degree/ ACIS an added advantage
• Good knowledge of laws regulating operations of businesses in the country; particularly the Financial Service sector and Trust business
• Ability 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
• Excellent knowledge and practice of trustee business, transaction structuring, investment advisory and management skills
• Excellent communication skills, confident with initiative.