Trust Officer - Client Services

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