JOB DESCRIPTION
Licensed by the Guernsey Financial Services Commission to conduct Fiduciary Business Company Registration No. 3080. A Member of the FirstRand Group
Job Title: Contractor for Company and Trust Closures
Reports to:
Trust Manager
Job Purpose The Company and Trust Closure role will be on a contractor basis and will manage the closure of companies and trusts. This candidate will have experience in trust closures and related legal processes, strong communication skills and high attention to detail. The candidate will need to ensure all processes are inline with compliance legal and regulatory requirements. Key Responsibilities
Assist in the management of administrative processes with Trust and Company Administrators, ensuring that agreed service levels and business standards are met.
Manage the closure of companies and trusts and maintaining this is inline with the applicable laws and regulations.
Ensure all legal and financial matters are monitored through the closure process Maintain close professional relationship with selected clients and intermediaries. Monitor and maintain good business practice and regulatory compliance throughout
the Trust Administration team. Manage the process of liquidating assets and reviewing any outstanding liabilities Review and file relevant legal documentation e.g. termination documents Any other role or duty appropriate to the nature and level of responsibility of the role. Ensure strong communication is delivered to the relevant stakeholders involved in the
closure process Monitor tax clearances and documents have been completed, liaise with other team
members to make sure liabilities are settled. Organise reports and files are up to date of the relevant processes Work with legal advisors/ external advisors to ensure the closure process is
completed Person Specification and Professional Qualifications The ideal candidate should have a strong and continually developing knowledge of the fiduciary and trust closure services. They should be qualified or close to completing a professional qualification. The ideal candidate should have at least five years’ experience in fiduciary and trust closure services. They should be self-motivated and committed to business excellence. Skills & Knowledge Key areas are as follows: -
Comprehensive knowledge of fiduciary services practice Experience in trust closures and related legal/financial processes Professional administration and management of client relationships Strength in written and spoken communication
General The job may entail some work outside of normal working hours This role will be on a 12 month contractor basis with the possibility of the role becoming permanent.