Trust Officer at Meristem Securities Limited

Job Summary

• To co-ordinate the affairs of the business unit.
• To advise clients on the various tools of Estate Planning under Common Law, conventional Estate planning, Islamic Inheritance Law and assist them in structuring their Estates in line with their objectives.
• Manage/Administer Estates in line with the directives of the asset owner.
• Facilitate the smooth process of Probate Administration and Estate Administration, ensure efficiency in Trust and Will Administration Services.

Responsibilities

• Advise and structure Estate Planning structure for Clients.
• Drafting of Trust Deed, Wills and other Estate Planning documents.
• Research on Innovative Ways to create tax efficient Estate Plans.
• Service/Product Innovation and Development. 
• Advise and structure Corporate Trust transactions
• Providing Technical advice to clients and Business Development team on creation of seamless Estate Planning options.
• Presentations on companies’ product and service offerings at different fora.
• Working with Business Development Team to win Trust mandates.
• Anchor education of the Public on Trust solutions through clusters 
• Appointment and supervision of external Solicitors’ handling transaction documentation.
• Hold meetings with prospective clients as and when necessary, with a view to winning mandates.
• Draft and review legal documents for business units within the group 

Requirements

• LL.B
• LLM will be an added advantage
• Legal Practitioner with at least 2 years post-call experience in Trust services