Senior Trust Officer

Since inception in 1997, RF Group has been committed to helping clients create and manage wealth. We are your local private bank connecting Bahamians with the best in local and international investments.

The role of the Senior Trust Officer is to provide functional support and conduct activities relative to the operation of the Department and Company

Main Duties and Responsibilities

• Developing relationships with a goal of fostering business development opportunities through involvement in leadership roles in professional groups, community service, and personal relationships with other professionals
• Engagement planning, organization, and delegation to maximize efficiency & effectiveness, achieve quality goals, and maintain public knowledge of products and services
• Managing client assignments and assuring timely filing of all related regulatory requirements
• Maintain or enhance, as appropriate, a structured and focused mechanism for take-on of new business and/or new products
• Reviewing and analyzing trust documents, Last Will and Testaments, powers of attorney, and other related documents
• Interacting with internal and/or external clients to identify their objectives and to develop a comprehensive trust/estate plan.
• Coordinate with legal and tax professionals to ensure proper administration of trusts/estates.
• Conduct regular account reviews to identify additional requirements and/or deficits.
• Ensure compliance with all internal and regulatory policies and procedures.
• Retain current industry trends, regulatory changes, and investment market dynamics.
• General administrative duties i.e.: Recording and file maintenance, mail distribution, answering telephones, writing memos, etc. as needed
• Following established procedures, methods, and practices
• Compiling and assembling information, data input, spreadsheet support and output
• Other duties as assigned by Department Manager

Requirements/Qualifications

• Bachelor’s degree in Business Administration, Law, Finance, or related field
• Legal experience, working knowledge of accounting (optional)
• Minimum of 3 - 5 years’ work experience in a similar role
• Demonstrated analytical and problem-solving skills and ability to prioritize
• Ability to work independently
• Proficient in Microsoft Suite applications
• Demonstrated strong written and verbal communication
• Excellent interpersonal skills and strong adherence to professional standards and confidentiality
• Experience with Information Management software such as Viewpoint and Laserfiche is an asset

A competitive compensation package will commensurate with relevant experience and qualifications. RF Bank & Trust (Bahamas) Limited appreciates your interest. However, only those applications shortlisted will be contacted. Internal Candidates are given preferential consideration for all vacant positions.