Trusts & Foundations Executive

Malta Island
Permanent
Full-time

6 days ago
Apply easily

CSB Group is a leading corporate services provider in Malta, offering specialised solutions to corporate and private clients. We pride ourselves on professionalism, innovation and a client-focused approach across a wide range of services including corporate, legal, tax, compliance, and advisory support.We are seeking a motivated and experienced Trusts & Foundations Executive to join our Legal Department. The selected candidate will be responsible for managing a portfolio of trusts and foundations, ensuring full compliance with Maltese legislation and regulatory requirements. The role requires a professional with strong technical knowledge of trusts, the ability to work independently with minimal supervision and the capacity to mentor and guide junior team members.Key Responsibilities:

Administer and oversee a portfolio of trusts and foundations, ensuring all structures are maintained in good legal standing and compliant with Maltese regulations;
Liaise with CSB Group's legal team and other third-party stakeholders in relation to the drafting, reviewing and maintenance of transactions pertinent to each trust deed, foundation statutes, resolutions, minutes and other documents, ensuring accuracy and compliance at all times;
Handle the onboarding and ongoing monitoring of new trusts and foundations, including conducting due diligence, KYC and AML checks and liaising with the Compliance Department for reviews and approval;
Ensure timely preparation and submission of all required filings with the Malta Business Registry and other authorities, as may be required. Monitor statutory deadlines and ensure adherence to legal obligations;
Act as the main point of contact for banks, auditors, regulatory authorities and service providers in relation to trust and foundation matters;
Respond promptly and professionally to client queries regarding the administration of their structures, providing updates and ensuring efficient delivery of services;
Work closely with colleagues across legal, corporate, tax, accounting and compliance functions to ensure cohesive support for client structures;
Provide training, support and day-to-day guidance to junior members of the team;
Track legislative and regulatory changes relating to Maltese trusts and foundations, assess their impact on client structures and prepare internal reports or updates where required;
Identify opportunities to enhance internal procedures, workflows and best practices for the efficient administration of trusts and foundations;
Safeguard sensitive client and company information at all times, maintaining the highest standards of professional conduct.

Requirements:

Minimum of 3 years' experience working in the trust and foundation sector, preferably within a corporate service provider, fiduciary or legal environment;
In-depth knowledge of Maltese trust and foundation structures and familiarity with applicable laws, regulations and industry practice;
Strong organisational and problem-solving skills with the ability to work independently and proactively;
Excellent communication skills in English;
Team-oriented mindset with experience in mentoring or supporting junior colleagues;

Benefits:

An attractive remuneration package and progression plan, commensurate with knowledge and experience;
Performance bonus;
Hybrid working;
Flexible hours;
Longer weekends - on Fridays our office closes at 2pm!
Birthday Leave;
Family culture;
Health insurance;
Free parking;
Opportunities to attend industry events;
Regular team building & departmental events;
Corporate Benefits - discounts and offers across the island;
Free Mental Health Workshops & One-to-One Sessions;
Study leave;
Sponsorships;
On-the-job training and mentoring from industry professionals.

CSB Group