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Administer a portfolio of trusts, foundations, and underlying companies
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Liaise with clients, lawyers, tax advisors, banks, and other third parties
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Draft minutes, trustee resolutions, and other trust documentation
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Process payments, maintain records, and ensure accurate bookkeeping
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Monitor compliance with internal procedures and regulatory requirements
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Support onboarding of new structures and periodic reviews (KYC/AML)
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Assist with annual reviews, tax reporting, and audit requests