· Perform daily fiduciary services across corporate and fiduciary structures.
· Oversee company incorporations, amendments, liquidations, and maintenance of statutory and governance documentation.
· Ensure accurate upkeep of corporate records, resolutions, and filings in line with applicable regulations.
Compliance & Regulatory Oversight· Ensure documentation completeness, risk assessments, and adherence to internal compliance policies and regulatory standards.
· Support regulatory requests and maintain readiness for audits and inspections.
Stakeholder Coordination· Coordinate effectively with corporate administrators, trust officers, legal advisors, and banking teams.
· Act as a point of contact for registered agents, regulators, and external service providers.
· Support cross-border transactions, client instructions, and internal operational approval processes.
Operational Support & Process Improvement· Support client-related requests and complex operational matters in a timely and professional manner.
· Identify opportunities to enhance workflows, improve efficiency, and strengthen operational and control frameworks.
· Ensure consistent application of internal procedures and best practices.
Project Focus – Microgen· Dedicate the majority of the workday to activities related to the Microgen Project.
· Provide fiduciary, operational, and documentation support aligned with project timelines and deliverables.
· Work closely with project stakeholders to ensure execution in line with governance, compliance, and risk standards.
Key Skills & Competencies· Strong understanding of fiduciary, corporate, and trust administration activities.
· Solid knowledge of AML/CTF, KYC, FATCA, and CRS regulatory frameworks.
· High attention to detail with strong documentation and record-keeping skills.
· Ability to manage multiple priorities in a deadline-driven environment.
· Strong communication skills and ability to work effectively with internal and external stakeholders.
· Process-oriented mindset with a focus on control, efficiency, and risk mitigation.
Experience & Qualifications· Prior experience in fiduciary services, corporate administration, trust services, or a related financial services role.
· Experience working with cross-border structures and clients is highly desirable.
· Familiarity with regulated financial services environments.
Additional Information
This is a temporary position intended to provide operational and project support during a defined period. The role requires flexibility, strong execution capabilities, and hands-on involvement in day-to-day fiduciary tasks.
Skills Required
- Prior experience in fiduciary services, corporate administration, trust services, or related financial services role.
- Knowledge of AML/CTF, KYC, FATCA, and CRS regulatory frameworks.
- Experience working with cross-border structures and international clients.
- Familiarity with regulated financial services environments and readiness for audits/inspections.
- Strong documentation, record-keeping, and statutory governance maintenance skills.
- Ability to manage multiple priorities under deadlines and deliver project-focused work (Microgen Project).
- Strong communication and stakeholder coordination skills with internal and external parties.
What We Do
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
