Trust Documentation

Our client is an international trust provider.

Job Purpose:
Support trust administration by managing and clearing File Notes, coordinating with Trust Relationship Managers, Administrators, and Client Accounting teams, and ensuring timely completion of workflows for reportable transactions.

Key Responsibilities:

• Review and clear weekly File Notes reports, liaising with internal teams and clients.
• Track deadlines, escalate issues, and provide status updates to management.
• Assist with administrative tasks and ad hoc projects.

Requirements:

• Strong communication and organizational skills.
• Proficient in MS Word and Excel.
• Ability to work independently and in a team.
• Previous experience in trust and fiduciary industry preferred.