Trust Manager, Bermuda

Caribbean Jobs Online

An international law firm in Bermuda is seeking a dynamic individual to join their Trust team. The successful candidate will possess a deep understanding of technical trust issues and will appreciate the importance of providing clients with exceptional service.

This position is responsible for the administration of a complex portfolio of private trusts and companies and the supervision of administrative staff.

Key Accountabilities:

Responsible for a complex portfolio of accounts in accordance with the terms of the trust instrument and company by-laws, trust and company law and internal policies and procedures, and consistent with the needs of principals and  beneficiaries

Manage the administrative staff by providing advice, guidance and support in handling accounts and provide training in systems, procedures and advice on technical issues

Monitor team profitability and productivity and morale

Manage and control a diversified array of trust assets including those held in underlying companies

Liaise closely with clients, beneficiaries, co-trustees, accountants, lawyers and investment managers on a time responsive basis

Provide company secretarial services for Bermuda companies

Monitor and control the performance of third-party providers of investments,  custodial accounting and other services.


Bachelor’s Degree and/or professional designation (i.e., LLB, CFA , CA , STEP Membership) or equivalent experience

Minimum 5 years professional experience of trust administration and companies

Proven knowledge of trust and company laws and practice and company  administration

Proven ability to manage employees

Knowledge of clients’ needs and ability to relate to clients in social as well as business environments

Strong verbal and written communications skills

Ability to understand trust and company accounts and the issues arising from their preparation

Excellent knowledge of trust deeds, wills, relevant legislation and compliance in multiple jurisdictions

Competence in MS Office Suite

Visit Caribbean Jobs Online to apply for this position

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