Trust Officer (Private Trust Services)

Lagos - Nigeria

Monthly Salary: Not Disclosed

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Conduct of private clients and related matters on behalf of the company
Work closely with clients attorneys and other advisors in the drafting of trusts and other legal documents working collaboratively to ensure that trust accounts accepted by the company are governed by documents that adhere to the companys Standard Operating Manuals (SOPs).
Review other documents including partnership agreements and operating agreements to ascertain conformity with the companys SOPs.
Draft release agreements and other documents relating to the opening administration and closing of trust accounts
Prepare Trust Summaries
Review Distribution Memos and Funds Transfer Forms and work with Estate Administrators and/or Executors to ensure that the company has received and analyzed all information and documentation necessary to make an informed decision regarding making transfers of assets from trust accounts
Review all documents that are for the signature of the companys Authorized Signatories
Adhere to all of the companys policies and procedures and ensure that support personnel also do so
Keep records of all documentation invoices receipts ledgers and bank account statements. All documents related to the sale transfer or other dispositions of trust/Estate assets.

Educational Qualifications:

A Bachelors degree in Law (LLB) Accounting Finance Business Administration or related fields.
A Masters degree in Law (LLM) Finance Trusts & Estates or Wealth Management is an advantage.
Professional certifications in trust estate or wealth management (e.g. STEP Society of Trust and Estate Practitioners ICSA Chartered Secretary CFA) are preferred.

PROFESSIONAL EXPERIENCE

Minimum 35 years of relevant experience in private trust services estate administration or wealth management.
Hands-on experience in drafting wills trusts powers of attorney and related legal documents.
Experience working with high-net-worth clients and managing complex portfolios of trust and estate assets.
Exposure to regulatory compliance KYC/AML procedures and corporate governance.
Experience liaising with external advisors including attorneys accountants financial planners and regulators.

Required Experience:

Unclear Seniority

Conduct of private clients and related matters on behalf of the companyWork closely with clients attorneys and other advisors in the drafting of trusts and other legal documents working collaboratively to ensure that trust accounts accepted by the company are governed by documents that adhere to the...

Conduct of private clients and related matters on behalf of the company
Work closely with clients attorneys and other advisors in the drafting of trusts and other legal documents working collaboratively to ensure that trust accounts accepted by the company are governed by documents that adhere to the companys Standard Operating Manuals (SOPs).
Review other documents including partnership agreements and operating agreements to ascertain conformity with the companys SOPs.
Draft release agreements and other documents relating to the opening administration and closing of trust accounts
Prepare Trust Summaries
Review Distribution Memos and Funds Transfer Forms and work with Estate Administrators and/or Executors to ensure that the company has received and analyzed all information and documentation necessary to make an informed decision regarding making transfers of assets from trust accounts
Review all documents that are for the signature of the companys Authorized Signatories
Adhere to all of the companys policies and procedures and ensure that support personnel also do so
Keep records of all documentation invoices receipts ledgers and bank account statements. All documents related to the sale transfer or other dispositions of trust/Estate assets.

Educational Qualifications:

A Bachelors degree in Law (LLB) Accounting Finance Business Administration or related fields.
A Masters degree in Law (LLM) Finance Trusts & Estates or Wealth Management is an advantage.
Professional certifications in trust estate or wealth management (e.g. STEP Society of Trust and Estate Practitioners ICSA Chartered Secretary CFA) are preferred.

PROFESSIONAL EXPERIENCE

Minimum 35 years of relevant experience in private trust services estate administration or wealth management.
Hands-on experience in drafting wills trusts powers of attorney and related legal documents.
Experience working with high-net-worth clients and managing complex portfolios of trust and estate assets.
Exposure to regulatory compliance KYC/AML procedures and corporate governance.
Experience liaising with external advisors including attorneys accountants financial planners and regulators.

Required Experience:

Unclear Seniority