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Trust Officer – Fiduciary Services

Invenio Global · George Town

Senior 🇬🇧 English
Microsoft Office

Job description

About the role

We are seeking an experienced Trust Officer to join our private client team in Grand Cayman. You will manage a portfolio of trusts, foundations, companies and other bespoke wealth‑structuring vehicles in a collegial, high‑integrity environment.

Key responsibilities

  • Onboard new trust and corporate mandates and ensure smooth transitions for existing appointments.
  • Administer day‑to‑day operations of trust and corporate structures, including files, statutory records, banking and custody arrangements.
  • Process client transactions such as distributions, payments, asset transfers and other fiduciary matters.
  • Prepare governance documentation, including minutes and resolutions.
  • Liaise with clients, lawyers, bankers, investment managers and auditors.
  • Maintain compliance with AML/CFT, FATCA, CRS, economic substance and other regulatory obligations.
  • Support audits and monitor statutory/regulatory deadlines.
  • Contribute to training and process improvement within the fiduciary team.

Required profile

  • Bachelor’s degree in business, finance, law or a related field.
  • Professional qualification (STEP, ACCA, CA, CPA) is an advantage.
  • Minimum of 5 years’ relevant financial‑services experience.
  • Strong organisational skills, sound judgement and meticulous attention to detail.
  • High level of integrity, confidentiality and excellent communication abilities.

Required skills

  • Proficiency with Microsoft Office.

What we offer

  • A collegial, high‑integrity work environment.
  • Opportunity to manage a diverse portfolio of wealth‑structuring vehicles.
  • Professional development and training within a leading fiduciary services provider.

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Published 1 month ago

Expires 2 weeks from now

26 views · 0 interested

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Invenio Global

George Town