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Trust Secretary

Title Trust Secretary
Categories Administration / Secretarial, Legal
Job Information

With a tier one firm in Cayman, this is a one year fixed term contract Q1 2016.

Duties:

  • Knowledge of Microsoft Word, Excel, Outlook, Adex and Filesite
  • Preparing first drafts of, collating and stamping of commercial trusts such as star trust and charitable trust documents
  • Preparing first drafts of supplemental deeds for trusts e.g. appointments, amendments, revocations, addition of beneficiaries and property
  • Preparing probate and letters of administration application documents for filing in the Grand Court of the Cayman Islands
  • Processing stamp duty for estate documents and ordering cheques
  • Creating new clients and matters on ADEX
  • Amending documents based on comments received from clients then preparing comparisons
  • Preparing Local and international couriers (e.g. SPRINT & DHL)
  • Managing calendars and sending out appointments
  • Booking meeting rooms and lunches
  • Using CORIS to check availability and reserve names and check registered office
  • Using CUBE to generate billing reports
  • Court searches
  • Knowledge of Interaction
  • Preparing Marketing Reports
  • Preparing expense claims
  • Billing including drafting narrations and sending out of invoices (knowledge of Adex, PrebillView, BillFiler)
  • Use of CIMAConnect and EDMS for government filings
  • General knowledge of what templates are available on Exari
  • Following compliance procedures for new and existing clients
  • Filings with ROT / ROC / CIMA / Clerk of Cabinet / Land Registry
  • Applying for a Tax Undertaking Certificate
  • Applying for a Letter of Good Standing
  • Applying for a Certificate of Good Standing
  • Establishing and registering an exempted unit trust
  • Preparing Section 74 Declaration
  • Registering / de-registering an Exempted Trust
  • Incorporating a standard Cayman Islands Exempted Company
  • Incorporating a Private Trust Company

 

Job Type permanent
Apply to Email vanessa@baraud.com