Monday 30 January 2023
Select a region

Assistant Trust Officer

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: Our client is looking for an Assistant Trust Officer with 3+ years of experience, including experience in trust and company management and administration, to join their team. Responsibilities: Assist senior team members with administrative duties such as preparing for meetings, drafting client communication and presentations, and supporting the timely processing of payments, distributions and investments Assist and support the team with the administration of a balanced portfolio of Companies, Trusts and other corporate vehicles holding commercial and residential real estate and diverse financial assets Support the clearing of fiduciary review points and management of client debtors Liaising with clients, intermediaries, and Third Party institutions to ensure a high standard of service and assist with all relevant compliance matters where necessary Responding to requests from clients, family offices, outside professionalsand Banking Teams for execution of transactions, provision of information, FATCA and CRS requirements, regulatory requirements Responding to requests frominternal departments such as accounting, regulatory reporting and risk control departments Skills required: Experience of a similar client-facing environment is desirable, but not essential Good attention to detail with the ability to work to deadlines and to demonstrate effective verbal and written communication skills Intention to study towards or indeed holding a relevant professional qualification, with the flexibility and a willingness to learn and understand of the duties and responsibilities of a Fiduciary Appropriate IT skills

For more information please visit

« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?