Our client has an Fiduciary firm in Montana and is looking for a Fiduciary Specialist to join their team Proficient in English; Experience in the legal and fiduciary industry- accounting will be a bonus; Must have To provide professional, consistent end-to-end fiduciary administrative and support services to an allocated allocated portfolio of the Company’s fiduciary clients; Drafting of fiduciary related documents; To build and observed and adhered to; To fulfil and comply with fiduciary duties; To attend client meetings, both trust
Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience. 5 to 10 years’ local and offshore
Transactional solutions Domestic and offshore Fiduciary and Estate Planning services. Commercial Property
minimum) Work experience at least 1 year within Fiduciary Services/ banking/ Exchange Control department
experience in a law firm/deceased estates or fiduciary environment Deceased Estates experience is preferable
Balance sheet recon preparation of various fiduciary and non-fiduciary accounts in line with strict timelines - Have a thorough understanding of end-to-end fiduciary payment processes. - Knowledge of relevant systems Balance sheet recon preparation of various fiduciary and non-fiduciary accounts in line with strict timelines - Have a thorough understanding of end-to-end fiduciary payment processes. - Knowledge of relevant systems
Knowledge and Skills: An in-depth knowledge of Fiduciary Services, including: Estate administration. Trust Keep abreast with industry changes within the Fiduciary Services industry, specifically within the Estates
Management principles. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
Council members and executive management in their fiduciary and other governance responsibilities. Administer
management company entrusted with the management, fiduciary oversight and administration of in excess of US$150bn