Citi Group Assistant Trust Officer 

Jersey 

203728970

Responsibilities:

• Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing fiduciary relationships which entails working with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range of investment management opportunities.
• Manage an existing book of trust and estate accounts
• Assess the client’s overall estate and tax planning needs: including the knowledge and skill to review legal and trust documentation and have an understanding of the provisions in order to effectively assist the client and their advisors in achieving specific trust and estate objectives.
• Compliance with legal requirements and internal procedures in relation to account activity: including identification and reporting to our Senior Risk Committee and management of the risk of financial loss and/or damage to Citi’s reputation arising from the activities within the Citi Trust businesses; Communicating with internal and external auditors as well as state examiners; working with Investment Management Oversight on the identification of and diversification of a discretionary portfolio’s exposure to a single security, issuer or industry.
• Communication: Communicate effectively with the client and/or the client’s attorney on all trust and estate matters and attending in person client meetings and investment reviews; interact with and establish a working relationship with the Private Banking and Investment team in regard to the trust and overall client relationship including timely and accurate responses to inquiries.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• A good track record of experience in a similar role.
• Experience in estate or trust management and administration. Strong knowledge and proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration.
• Strong communication skills.
• CFTA preferred. Experience with Fiduciary Income Tax.

Education:

• Bachelor's/University degree or equivalent experience

Time Type:

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