Senior Client Services Officer
4 days ago
We are hiring a Senior Client Services Officer in our New Zealand office. You will be part of the Client Services New Zealand team supporting the Client Services Director in establishing new entities, updating and maintenance of the trust and company database, and perform day-to-day administration of structures including the following duties:
Responsibilities- Management of own client portfolio
- Preparation of trustee, company and partnership resolutions, deeds, share transfer forms, loans, contracts
- Administer invoice payments, distributions, loans, private equity investment & bank movements
- Preparation of bank account opening forms and other banking forms
- Administration of structure bank accounts and non-bankable assets, including bank account monitoring
- Preparing payment instructions
- Ensuring all appropriate structure documentation is collated and filed
- Meeting turnaround times
- Assistance with company secretarial functions
- Periodic file reviews
- Liaison with other offices where necessary in relation to client structures
- Adherence to New Zealand Regulatory Law and practice
- Completing internal compliance forms and documentation and collating client structure due diligence
- Foreign Trust Disclosure
- CRS and FATCA reporting
- Due Diligence documentation and outstanding actions management
- Participation in Key Projects
- Preferably at least 3 years of experience in Trust Administration
- STEP certificate in International Trust Management and working towards full membership (advantageous)
- An accounting or legal background is an advantage
- A second language would be preferred but not essential
- Motivated and passionate about trust administration.
- Self-starter and comfortable in managing workload independently
- Must have the legal right to work in New Zealand.
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