Trust Director - Offshore Trust Administration Job at Ascendo Resources, Miami, FL

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  • Ascendo Resources
  • Miami, FL

Job Description

We are seeking to hire a Trust Director of Offshore Trust Administration for our client

Your role will be to oversee the comprehensive administration of a portfolio of offshore trusts and their underlying entities.

The role requires a strong command of fiduciary duties, regulatory compliance, investment oversight, and beneficiary engagement. The successful candidate will collaborate with a global team of professionals and contribute to strategic projects while delivering a high standard of service.

Responsibilities

  • Administer a portfolio of offshore trusts in compliance with legal, regulatory, and internal policy frameworks
  • Maintain ongoing communication with beneficiaries and support their regulatory reporting needs
  • Coordinate and oversee trust distributions, including documentation, beneficiary relations, and equity reserve tracking
  • Manage trust investments, including subscriptions, redemptions, due diligence, and performance reporting
  • Review and coordinate quarterly and annual trust financial statements in accordance with US GAAP
  • Prepare cash flow forecasts, manage payments, and support treasury planning
  • Ensure compliance with international regulatory regimes, including FATCA, CRS, AML, and KYC
  • Coordinate trustee and board decision-making processes and prepare supporting documentation
  • Maintain accurate physical and digital records for trusts and underlying entities
  • Collaborate with legal counsel and external service providers, ensuring agreements and performance standards are met
  • Contribute to risk assessments, statutory compliance reviews, and special project initiatives across the trust portfolio

Qualifications & Experience

  • Bachelor’s degree in law, finance, business, accounting, or a related field (MBA or LLM preferred)
  • 10+ years of experience in offshore trust administration, fiduciary services, or related areas
  • Strong understanding of trust structures, international compliance requirements, and financial reporting
  • Preferred certifications: TEP, CTFA, CFA , or similar professional designations
  • Exceptional analytical, communication, and organizational skills
  • Ability to manage complex workflows, prioritize competing demands, and support strategic goals

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