Senior Trust and Company Officer

About the role

With continued growth across the Bourse Group, we’re always on the lookout for bright individuals to join the team and we are currently looking for a Senior Trust and Company Officer to join Bourse Trust Company Limited, where we provide private wealth services covering family office, trusts, employee benefit trusts, foundations and company management. We also provide individual and company pension administration services. The successful candidate will play a leading role in maintaining the company’s standards of client service, governance, regulatory compliance, and risk management. The postholder is expected to act as a trusted point of contact, support or mentor less experienced colleagues, and escalate material issues promptly to directors, compliance, or senior management.

Responsibilities

• Take primary responsibility of a complex portfolio of trust and companies, structures, including establishment, ongoing administration, restructuring, and termination.
• Review documents, letters of wishes, agreements, and client instructions; identify fiduciary, legal, tax, commercial, and reputational considerations before action is taken.
• Prepare and review documentation, including minutes, resolutions, trustee decisions, agreements, reports, and correspondence, ensuring an appropriate audit trail.
• Coordinate meetings and transactions, oversee asset acquisitions and disposals, investments, distributions, loans, and other payments, and ensure actions are properly authorised and completed on time.
• Maintain accurate, complete, and up-to-date statutory, accounting, tax, and administration records and ensure all periodic reviews, filings, are completed within deadline.
• Manage cash requirements, fees