Qualifications, Experience, Skills & Competencies:
- Bachelor’s degree in accounting, Finance, or any relevant course. A degree in Law will be an added advantage.
- Minimum of 6 – 10 years of experience in trust law, estate planning, or related areas.
- Strong knowledge of trust structures, estate planning, regulatory compliance, and fiduciary duties.
- Excellent communication, negotiation, and conflict-resolution skills, with the ability to convey complex legal concepts to non-legal stakeholders.
- Experience with relevant software or systems for trust administration is an advantage.
Job Responsibilities
- In fulfilling his or her operational responsibilities, the successful Candidate will:
- Oversee the legal and regulatory compliance of trust structures, ensuring adherence to applicable laws and regulations.
- Advise trustees on fiduciary duties, risk management, and liability mitigation in managing trust assets.
- Provide legal counsel on trust formation, administration, and dissolution, ensuring compliance with statutory requirements.
- Collaborate with financial and tax advisors to integrate legal strategies within trust administration and estate planning.
- Act as a liaison between trust, its beneficiaries, and other stakeholders, providing clear explanations of trustee obligations and trust structure.
- Represent trustees and beneficiaries in legal proceedings as required, including court appearances, dispute resolution, and mediation.
- Facilitate regular updates and reporting to stakeholders, including annual reviews, audits, and beneficiary updates.
- Stay current with legislative and regulatory changes affecting trust law, estate planning, and fiduciary responsibilities.
Job Type: Full-time