Trust Officer - Client Services Full-time Job

Job Description Optimization: Trust Officer Position

Overview

Are you interested in a position that involves managing tasks related to foreign trusts and assisting with the establishment of new entities? If so, we have the perfect opportunity for you! Our client, a foreign trustee company, is seeking a Trust Officer to join their Client Services team in Auckland CBD. This role offers excellent learning opportunities and a chance to work in a dynamic environment.

Key Responsibilities

As a Trust Officer, you will be responsible for a variety of tasks, including:

• Updating and maintaining the trust and company database
• Preparing trustee, company, and partnership resolutions, deeds, share transfer forms, loans, and contracts
• Administering invoice payments, distributions, loans, and private equity investment bank account movements
• Onboarding new clients and preparing bank account opening forms
• Drafting resolutions and reviewing due diligence documentation
• Completing annual reviews of all trusts and entities
• Ensuring compliance with New Zealand regulatory laws and practices
• Handling CRS and FATCA ad hoc administrative duties

Requirements

To excel in this role, you must possess the following qualifications and skills:

• A working knowledge of how trusts operate
• Excellent verbal and written communication skills
• Strong attention to detail

Application Process

If you are interested in this exciting opportunity, please send your resume and cover letter to Tonia Calderwood at tonia.calderwood@dga.nz. For further information, you can also contact Tonia Calderwood at 09 358 0888 or simply click on the "Apply Now" button.

Don't miss out on this chance to join a reputable foreign trustee company as a Trust Officer in Auckland CBD! Apply today and take the next step in your career.