Keisha Larrimore, TEP
Manager, Fiduciary Services at The Bank of Nova Scotia Trust Company- Claim this Profile
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Credentials
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Advanced Certificate in Trustee Investment and Financial Appraisal.
CLT InternationalJul, 2014- Sep, 2024 -
Advanced Certificate in Trust Administration and Accounts
CLT InternationalDec, 2013- Sep, 2024 -
Advanced Certificate in Company Law & Practice
CLT InternationalJun, 2013- Sep, 2024 -
Advanced Certificate in Trust Creation: Law & Practice
CLT InternationalDec, 2012- Sep, 2024 -
STEP Foundation Certificate
CLT InternationalJul, 2012- Sep, 2024
Experience
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The Bank of Nova Scotia Trust Company
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Canada
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Investment Banking
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1 - 100 Employee
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Manager, Fiduciary Services
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Oct 2020 - Present
Manage portfolio of UHNW and HNW accounts with assets under management of over $1 billion.Develop and implement strategies to increase the scope of services to existing and potential UHNW and HNW clients.Provide technical support, supervision, coaching and development to team members.Manage stakeholder expectations and communications while providing oversight and resolution within the organization.• Actively participate in risk mitigation, and proactively identify and manage any potential issues while driving awareness of the relevant regulations and policies amongst peers.Maintain knowledge of legislative, administrative and economic issues that impact the management of client accounts. Show less
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Associate Manager, Fiduciary Services
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Nov 2018 - Present
Maintained awareness of operational risk and took appropriate action to limit risk exposure.Facilitated client transactions, distributions, account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and ensured tax compliancy.Expanded the scope of the services provided to existing clients while overseeing the efficiency in the operation of accounts.Assisted with client interface, management of accounts and supported business lines in the meeting their obligations, where necessary.Proactively organized and met business introducers and clients in person to resolve their concerns and provided solutions to company issues while adhering to the bank’s policies Show less
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Senior Associate, Fiduciary Services
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Jan 2018 - Present
Liaised with clients, their legal counsels and investment advisors to implement strategies which achieve their wealth management objectives.Managed a portfolio of structures consisting of trusts, companies, foundations and other complex private relationships.Assisted with the administration of new and existing accounts, which is inclusive of all aspects of the account opening process, account distributions, term deposit placements, restructuring, execution of buy and sell orders and account closures.Developed and fostered relationships with internal and external centers of influence to attract new business.Maintained a high level of customer service and support to both external customers and internal partners.Evaluated client transactions to ensure that documents correspond with regulatory compliance and anti-money laundering/anti-terrorist financing guidelines.Prepared and maintain statutory records, minutes, annual returns, trust deeds and client due diligence information. Show less
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The Private Trust Corporation Limited
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Bahamas
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Financial Services
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Client Relationship Officer
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May 2012 - Jan 2018
Prepared and drafted Trust Deeds, Deeds of Donation, Deeds of Distribution and Terminations with the support of the Legal Counsel.Managed a portfolio of approximately 300 structures consisting of trusts, companies foundations, and complex private relationships. Maintained trust and company records, and, prepared minutes and various client contracts.Monitored activities of structures to ensure compliance with policies and procedures.Conducted comprehensive reviews of financial statements for company and trust structures.Updated Foreign Account Tax Compliance (FATCA) and Common Reporting Standards information for all client entities. Show less
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Corporate Administrator
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Sep 2004 - May 2012
Produced and executed documentation for the Incorporation of International Business Companies (IBC), Corporate Resolutions, Voluntary Dissolutions, Annual Statements, Declarations and Re-Domiciliation of Companies and Share Certificates.Maintained statutory records for Companies and Foundations, updated corporate documentation and ensured necessary filings completed with Bahamas Registrar.Assisted the Trust Department with the administration of trusts, companies and other fiduciary structures. Show less
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Education
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Society of Trust Estates and Practitioners
International Diploma in Trust Management -
2014 -
Universidad Internacional
Spanish -
The Bahamas Institute of Financial Services
ABIFS Diploma -
The College of The Bahamas
Bachelor of Business Administration (B.B.A.), Banking & Finance with Spanish
Community
