Thursday 28 September 2023
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Senior Trust Officer - Private Client

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: In this busy team you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures. Responsibilities: Take direct administrative responsibility for efficiently and profitably managing a diverse portfolio of complex structures Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention Play a constructive role within the wider business, assist the line Manager/Director with day-to-day client management and support junior team members with their portfolio development Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management Skills required: Ideally have a hold a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification Have aproven track record of complex trust and administration experience working with private and corporate clients Strong understanding of applicable trust and company regulations, establishment procedures and compliance issues Effective use and working knowledge of Microsoft suite, systems and relevant software packages

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