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    Trust Officer - St Peter, United Kingdom - Citi

    Citi
    Citi St Peter, United Kingdom

    4 weeks ago

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    citi background
    Full time
    Description

    Cititrust (Jersey) Limited provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank. Cititrust (Jersey) Limited is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering capabilities across all market regions. We are looking for a highly motivated professional with experience in managing a portfolio of Trust and Company structures on our Gulf Team.

    The Role of Trust Officer entails managing a portfolio of clients and dealing will all aspects of administration. The Trust Officer will be a key member of the Gulf Trust Administration Team, comprising of a Team Leader, 4 Trust Officers and 2 Assistant Trust Officers. They will be expected to meet the goals of the team and contribute towards delivering an exceptional service to clients. In addition, a Trust Officer is instrumental in providing administrative, technical, product and client related support to the Bankers and Associate Bankers of the Private Bank.

    Principal Responsibilities

  • Manage a portfolio of Trusts and Companies and deal with all aspects of administration from take on to liquidation. Has a sound knowledge of both commercial and residential real estate in both the United Kingdom and the United States. Working with both managing agents and assets managers, dealing with existing, renewal and new commercial and residential leases/ tenancies, working with tax professionals on income/corporation tax returns, VAT filings, CIS filings, IHT, franchise tax and all other filings that might be required.
  • Responding to requests from clients, family offices, outside professionals and Banking Teams for execution of transactions, provision of information, FATCA and CRS requirements, regulatory requirements as well as client contact by telephone, e-mail, letter and occasionally face to face meetings.
  • Assisting with the approval of payments, distributions and investments. TO will be an authorised signatory over company and trust accounts.
  • Responding to requests from internal departments such as accounting, regulatory reporting and control departments for information and clarification about accounts or related administrative issues.
  • Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the corporation's reputation and franchise. Assisting with any corrective measures. Maintaining fiduciary documentary files according to guidelines and procedures to ensure that legal, fiduciary and record keeping responsibilities are performed and that there is evidence thereof.
  • Ensuring that the corporation's data base system contains accurate and up to date information.
  • Maintaining the profitability of the corporation through timely and accurate rendition, collection and reporting of fees.
  • Lead, coach and assist with the development of junior staff. Work proactively and collaboratively with all members of the team.

    • Skills & Qualifications

  • Professional qualification either CGA or STEP Diploma qualified or other relevant professional qualification.
  • A good track record of experience working in Trust and Company administration.
  • Good organisational skills, can prioritise and multi-ask.
  • Ability to demonstrate effective verbal and written communication skills.
  • Understanding of the duties and responsibilities of a Fiduciary.

    • Job Family Group:

    Private Client Product Services

    Job Family:

    Trust Fiduciary Services

    Time Type:

    Full time

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