Trust Associate (Private Clients)

Location: Hamilton, Bermuda

Company

hirify.global delivers fund services, corporate services, 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 and manage a high-volume client workload.
• Conduct trust reviews, investment reviews, and ongoing transaction monitoring.
• Interpret trust deeds and review trust financial statements, bank statements, and trust records.
• Arrange deposits, manage billing and receivables collection, and maintain accurate trust files and databases.
• Respond to correspondence within three working days and prepare and lead client meetings as required.
• Liaise with corporate administrators, bankers, protectors, investment managers and advisers, settlors, beneficiaries, attorneys, and colleagues.

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 work independently and use initiative.
• Broad knowledge of trust and estate administration, including corporate trusts, accounting, and investments.
• Experience assisting with staff training and development.
• Strong organizational, team-building, written, and oral communication skills.
• Proficiency in Microsoft Office, particularly Microsoft Word, with discretion and confidentiality in client matters.

Culture & Benefits

• Client-centric, ambitious, agile, collaborative, and ethical working principles.
• Opportunities for personal and company development.
• Supportive culture focused on recognition and professional growth.
• International business operating across more than 20 countries with over 1,500 colleagues.