Trust Officer – Fiduciary Services
Invenio Global · George Town
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
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Invenio Global
George Town
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