Senior Fiduciary Relationship Officer

Tasks and responsibilities

• Active participation in meetings and general efforts to improve the customer experience in coordination with our quality team
• Coordination and liaison with the sales teams in Brazil, Miami, and Zurich on matters relating to trust and fund structures
• Supporting the sales team in preparing proposals and structuring trust and fund arrangements
• Supporting clients, family offices, attorneys, and tax advisors with their day-to-day needs related to trust and fund structures
• Identifying efficiencies and improving processes with a focus on sales opportunities
• Ensuring that all documentation related to the trust and fund structures complies with Brazilian tax and financial requirements and meets the established service level agreements between all parties involved
• Collaborate with the core team and the back-office teams in Miami and Zurich on matters related to day-to-day operations involving trust products
• Collaborate with third-party providers and internal teams to review NAV calculations, fund administration, audits, annual financial reporting, and other relevant matters related to trust and fund structures
• Preparing and reviewing all internal and corporate documents related to trust and fund structures, acting as a liaison between sales, wealth planning, trust teams, and booking center teams
• Contact the sales team to obtain any missing documentation (paperwork) and information related to the establishment and maintenance of trust and fund structures, as well as the preparation of annual financial reports for these structures
• Ensuring the proper administration of all trust and fund structures in accordance with departmental policies regarding client instructions, authorization levels, fund transfers, cash movements, subscriptions, redemptions, asset transfers, liquidation, closure of structures, and accurate record-keeping
• Review all existing policies, procedures, and workflows to propose changes aimed at increasing efficiency and minimizing potential risks, with a focus on key performance indicators (KPIs) for the division
• Review all existing structural documentation for potential trust and fund clients to ensure that application forms are properly completed, that all agreements are correctly executed, and that all other applicable documents are provided
• Supporting RMs, ROs, IROs, and fiduciary operations teams in handling client inquiries and investigations related to operational matters, and addressing potential client complaints in coordination with Quality
• Assisting RM/RO in establishing PICs, funds, and trusts for clients
• Receiving and responding to customer emails and inquiries regarding administrative and operational matters

Requirements

• Academic degree (Bachelor's)
• 5 or more years of experience in customer service