<p>PRINCIPAL ELEMENTS & ACCOUNTABILITIES</p> <ul> <li>Initiate and work through to completion, with FO Senior Associate, the intake and on-boarding of all relationships and related services. </li><li>Maintain internal project and client management system and all related informational and document files for all relationships. </li><li>Establish banking, brokerage, private equity and various other types of accounts/investments for relationships. </li><li>Initiate and monitor large domestic and international transactions both in USD and foreign currency on an ad hoc and reoccurring basis. </li><li>Establish companies/entities, obtain employer identification numbers and file required annual state/other jurisdictional reports. </li><li>Perform annual internal audit of all relevant relationships with a formal report of the same to FO Senior Associate and FO Partner for review and sign-off. </li><li>Attend to all disbursements, receipts and other transactions through to completion. </li><li>Compile, assemble and process all relevant tax return and/or other compliance information for use in preparing and filing required returns and other disclosures at the direction of the tax department. </li><li>Review and issue financial reports for assigned relationships. </li><li>Actively communicate with clients and client advisors, systematically coordinating no less than twice annually a review with each and the FO Partner. </li><li>Prepare related notes and reports and execute on follow-up systematically complete annual fiduciary reviews of all relationships. </li><li>Complete ad hoc relationship special projects </li><li>Attend to all of the above with a sense of urgency, judgment, and problem solving, risk-mitigation and expectation management. </li><li>Provide general administrative support and assistance, such as filing and archiving </li></ul> <p>Defined Terms:</p> <ul> <li>Relationship: Assigned client relationships, inclusive of all related entities (trusts, corporations, LLC's etc.) and individuals. </li><li>Services: Administrative, fiduciary or family office services as applicable. </li><li>Financial reports: Trust, company or other accountings of varying frequency. </li></ul> <p>QUALIFICATIONS & EXPERIENCE</p> <ul> <li>College degree and a minimum of 5 years' experience in a financial services environment. </li><li>Experience working in a client services oriented environment. </li><li>Experience in using Microsoft Office, specifically Excel. </li><li>Previous work experience in the trust and company industry would be an advantage. </li><li>A second language would be an advantage, but not a requirement. </li></ul> <p>COMPETENCIES, SKILLS & BEHAVIOURS</p> <ul> <li>Excellent organization skills and attention to detail. </li><li>Ability to consistently deliver work of a high standard. </li><li>Excellent communication skills with the ability and maturity to deal effectively with all levels of staff and management within the Group, and sophisticated clientele. </li><li>Proactive, solution focused with proven problem-solving and risk-mitigation abilities. </li><li>Team oriented with flexible approach. </li><li>Ability to multi-task in a fast paced small team environment. </li><li>Ability to use initiative and work independently and effectively. </li><li>Integrity, honesty and professionalism. </li><li>Able to prioritise workloads to meet deadlines, and efficiently execute work accordingly in a high-pressure environment </li><li>Be technically strong in the use of Excel, and proficient in general MS products. </li><li>Good sense of judgment, problem solving and risk-mitigation. </li></ul>