Trust Associate (Private Client)

Location: George Town, Cayman Islands; hybrid working

Company

hirify.global provides fund services, corporate, capital markets, private client, and regulatory and compliance solutions to asset managers, financial institutions, corporates, high-net-worth individuals, and family offices.

What you will do

• Administer a portfolio of trusts while maintaining billable time averaging 5.5 hours per day.
• Conduct trust reviews, investment reviews, and ongoing transaction monitoring.
• Review trust deeds, financial statements, bank statements, and trust records.
• Arrange deposits, ensure billing and collection of receivables, and maintain accurate trust files and databases.
• Respond to correspondence within three working days and support client meetings.
• Coordinate with corporate administrators, bankers, protectors, investment managers and advisers, settlors, and beneficiaries.

Requirements

• Formal trustee qualification such as TEP or ICSA, or a related university or tertiary qualification.
• At least five years of trust administration experience, with the ability to use initiative and work independently.
• Broad knowledge of trust and estate administration, including corporate trusts.
• Accounting and investment knowledge, with strong organizational and team-building skills.
• Ability to assist with training and developing staff.

Culture & Benefits

• Hybrid working environment.
• Private pension plan and private medical insurance.
• Annual salary review and bonus.
• Support for personal development and company development.
• Culture centered on client focus, ambition, agility, collaboration, and ethical conduct.