Fiduciary Review Team Leader

Cititrust provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank.   Cititrust is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering capabilities across all market regions.

The Fiduciary Review Team Leader ("TL") is responsible for the management of a small team of Trust Officers and the efficient review and administration of the trusts and companies of Cititrust.

PRINCIPAL RESPONSIBILITIES:

• Day to day management of a team comprising Trust Fiduciary review officers
• Being accountable for key metrics reported to the Fiduciary Services head on a monthly basis 
• Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to Citi’s reputation and franchise
• Maintaining fiduciary documentary files according to guidelines and procedures so as to ensure that legal, fiduciary and record keeping responsibilities are performed and there is evidence thereof
• Ensuring that the corporation's data base system contains accurate and up to date information
• Actively engaging with system testing and updates
• Maintaining the security of clients and corporate information by ensuring that all original and sensitive documents are appropriately filed or vaulted in accordance with corporation policies and procedures
• Sound understanding of trust and company law and being able to recognise and analyse basic legal and accounting issues, to apply basic legal and accounting principles to make decisions or seek guidance from senior management when needed and to be an effective communicator with the teams.

Key skills/Experience required

Technical Skills

• Has a sound knowledge of fundamental trust law, company law and administrative practice
• Has a fundamental knowledge and understanding of investment instruments and credit concept
• Has a fundamental knowledge of banking products and how they are used in the overall management and administration of family wealth
• Has a sound understanding and working knowledge of accounting concepts and their applications

Analytical Skills

• Easily reads, understands and analyses trust and corporate documentation
• Ability to determine appropriate course of action of usual transactions, occurrences and events in accordance with general legal and administrative requirements
• Ability to identify and anticipate risks occurring in the day to day administration
• Ability to analyse and evaluate basic investment summaries, accounting statements, banking and banking products related documentation
• Ability to do mathematical calculations for fee calculation purposes and in determining entitlements pursuant to legal documents and trust administrative practice

Communication Skills

• Above average ability to communicate both verbally and written in a concise and coherent manner with attorneys, clients and RMs etc. addressing or conveying issues, challenges, opportunities arising in the ordinary course of business
• Ability to communicate effectively and present issues and possible solutions to the Fiduciary Committee, team colleagues to evoke appropriate response
• Ability to interact, cooperate and work through issues with team members, RMs and clients

Qualifications:

• Professional qualification preferably STEP / Chartered Governance Institute
• Accountancy or legal qualification relevant to the position
• Significant experience working in Trust and Company administration, Legal and or Commercial related areas
• Exceptional candidates who do not have the requisite qualification but have a sound working knowledge of Trust & Company administration may also be considered

Core Competencies:

• Strong people management skills
• Ability to lead and motivate the team to superior performance
• Encourages and supports development of individuals, team and demonstrates an appreciation of diversity 
• Good verbal and written communication skills
• Flexible and prepared to undertake a variety of functions
• Ability to work under pressure and meet strict deadlines
• High level of accountability, accuracy and attention to detail

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