Trust Officer - Client Services

DGA

Auckland
$85,000 per year
Permanent
Full-time

23 days ago

Our client is a foreign trustee company administering a range of foreign trusts. They are looking to appoint a Trust Officer to join the Client Services team in a role that will provide good scope for learning.The role:

Updating and maintenance of the trust and company database.
Preparation of trustee ,company and partnership resolutions, deeds, share transfer forms, loans and contracts.
Administer invoice payments, distributions, loans and private equity investment bank account movements.
Onboarding new clients and preparing bank account opening forms.
Drafting resolutions.
Reviewing due diligence documentation.
Complete annual review of all trusts and entities.
Ensure compliance with NZ regulatory laws and practice.
CRS and FATCA
ad hoc administrations duties

The Person:

Must have a working knowledge of how trusts operate.
Excellent verbal and written communication skills.
Strong attention to details.

For further information please contact Tonia Calderwood on 09 358 0888 or click on the "Apply Now" button .Alternatively you can email me at tonia.calderwood@dga.nz

DGA

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