Trust Proposal Writer

About Citco

JOB DESCRIPTION

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About The Team & Business Line

For over 75 years, Citco has developed an ethos of service excellence and partnership in corporate fiduciary and administration that our clients rely upon. Through our global office network, we provide a full suite of corporate administrative services to set up, administer, and maintain corporate entities throughout their life cycle.

Mercator® by Citco is the pioneer of Global Entity Portfolio Management services. Our centralized client service infrastructure means we are able to provide end-to-end support in over 180 jurisdictions worldwide.

The majority of our clients are multinational corporations with anywhere upwards from 50 legal entities. They include Fortune 1000, Global 2000, and industry leaders based globally, and covering major business sectors.

For more information about Mercator by Citco, please visit www.mercator.net

Responsibilities

Your Role:

• Draft proposals using our standard templates, generate RFI/RFP responses, prepare client presentations, and assist with other ad-hoc deliverables for prospects and existing clients
• Ensure the proper formatting and quality of documents (layout and language) against set guidelines, client requirements, and stakeholder instructions
• Organize and facilitate kick-off and check-in calls (as needed) and map resource requirements/timelines to complete the submission
• Maintain the repository of boilerplates, templates, tracker, and other proposal materials
• Coordinate efforts with other BD parties involved in the sales process (i.e., pricing team)
• Coordinate with SMEs to gather and translate technical information to ensure tone and style consistency. Where possible, you will propose options to visually communicate complex ideas.
• Utilize Responsive (formerly RFPIO) as a content and project management tool
  
  

Qualifications

About You:

• Candidate must have at least 3-5 years of experience working with a similarly structured function or experience in drafting/writing materials for sales or marketing purposes
• Experience/affinity with legal services, fund servicing, or professional services is an advantage
• Demonstrated skills in translating technical concepts into easy-to-understand write-ups, models, and visuals
• Proficient in Microsoft Office Suite (i.e., PowerPoint, Word, Excel)
• Excellent level of English communication skills on both written and verbal
• Degree in Marketing, Communications, Business, or other related fields. Additional educational background or working experience related to law and legal services is advantageous
• Analytical thinker with a commercial acumen
• Have the ability to provide feedback during the writing and editing process
• Deadline-driven and adhere to timely submission of deliverables
• Familiarity with Responsive is an advantage
  
  

Our Benefits

Your well-being is of paramount importance to us and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

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