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Trust Officer

Trust Enquire

Type:

Full Time

Full Description

We are looking for a Trust Officer to actively administer a mixed portfolio of private and corporate client structures, containing properties, investments, image rights and other asset classes, ensuring that the client’s needs are met. They will assist in the supervision and mentoring of other fee earners on the teams whilst minimising corporate risk by ensuring compliance with procedures and legislation.

Key Responsibilities:

Attending to client needs in a timely, professional manner and maintaining a knowledge base of assets and activities of the administered entities;
To take responsibility for the administration of a portfolio of trusts, companies, foundations and/or other entities, keep the profiles and data base up to date and maintained;
To prepare resolutions and minutes, arrange board meetings and to present documents to management/directors for review;
Form companies and foundations and establish trusts;
To assist with the on boarding of clients, either as transfers in from other service providers or as new clients, liaising with compliance in respect of the new business take on procedure;
To deal with third party service providers in respect of the various structures;
To deal with lawyers and other intermediaries in respect of assets and liabilities and other matters arising;
To deal with property related transactions, re-financing of existing structures and property sales and purchases;
To schedule in and deal with action points raised by periodic reviews on a timely basis;
To assist with the completion of other compliance or regulatory matters in a timely manner;
To raise client bills in accordance with policies and procedures and collect receivables where due;
To review WIP regularly with line management so that advanced discussions can be held with clients where work falls outside of the scope of fee arrangements. Where appropriate, to assist in additional fee invoices being raised where work is out of scope;
To work with compliance and management to ensure that all working practices are considered when developing and improving policies and procedures;
To accurately record time and to achieve a daily target of 80% billable time;
To maintain a good understanding of local regulatory and compliance requirements; and
To assist in the training and development (mentoring) of junior team members.

For more information please visit https://fairwaygroup.pinpointhq.com/jobs/2139.

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