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Trust Officer at Alan & Grant

Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.

...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall productivityZip/Postal Code: 100001
Industry: Financial Services

Job Summary

The holder is responsible to ensure trust mandates and transactions are properly structured and executed (as well as supervising continuing obligations) to achieve desired objectives and outcomes.

​Duties & Responsibilities

Primary responsibility of structuring bespoke solutions to meet clients/prospect transfer needs
Day to day administration of clients Trust Plans and providing required service support
Provide support to Business developers in the creation, implementation of trust products/services
Assist with business pitches and capabilities presentations and liaising with external solicitors as required
Follow up on management of relationship with Trust clients – e.g. discussions with Asset managers, estate agents, insurance companies, receipt of certificates, dividend warrants etc.
Ensuring regulatory compliance and corporate governance adherence  
Provision of Company Secretarial service and attending client meetings
Preparation and review of legal agreements and other documentation
Conducting legal due diligence, as required whilst also providing legal structuring and general advice
Researching general legal issues relating to Trust services mandates
Ensuring that all statutory filings are carried out in a timely manner.  (i.e., filing of annual returns, renewal of registration with SEC etc.)
Ensuring that the Unit has up to date library of laws/regulations that affect our business.
Responsible for coordinating activities of the Unit with regards to promoting Corporate Governance issues (i.e., ethical/best business practices) and Know Your Customer obligations (i.e., in the absence of the Risk Management Unit), etc. within the Company.
Have primary responsibility for developing and implementing Commercial Trust mandates.
Engage in researching Trust issues & preparation of relevant newsletters or articles
Supervise junior staff within the unit and any other duties as may be assigned


Minimum of B.Sc, LLB, BL in related field
Minimum of 5 years post call experience in well-structured Financial Service Trustee organization or corporate legal practice
Master degree/ ACIS an added advantage
Good knowledge of laws regulating operations of businesses in the country; particularly the Financial Service sector and Trust business
Ability to work as a team, action oriented with ability to prioritize and manage varied and fast moving workload
Ability to think strategically and adopt problem solving approach to issues
Excellent knowledge and practice of trustee business, transaction structuring, investment advisory and management skills
Excellent communication skills, confident with initiative.

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