Client Services Senior Officer

• Managing a portfolio of trust and company clients and maintaining strong relationships.
• Coordinating and attending client meetings, preparing reports and documentation as required.
• Responding promptly to queries from clients, beneficiaries, and intermediaries.
• Preparing trust and company documentation, including minutes, resolutions, and statutory returns.
• Maintaining statutory and internal records accurately, both electronically and on paper.
• Bookkeeping transactions and preparing financial records for review.
• Issuing invoices and managing client billing processes.
• Liaising with advisors, lawyers, and other third parties as required.
• Ensuring compliance with all statutory, regulatory, and best practice requirements.
• Participating in internal meetings and contributing to the development of procedures and policies.
• Supporting business development initiatives and identifying potential new opportunities.
• Assisting directors and colleagues to ensure the efficient running of the office and adherence to service standards.

The ideal candidate will have around 5 years' experience in trust and company administration and hold, or be working towards, a relevant professional qualification such as STEP or CGI. They will demonstrate a proactive, client-focused approach and possess strong technical knowledge and attention to detail. Excellent communication and organisational skills are essential, along with the ability to manage competing priorities and work effectively within a team. The successful candidate will be motivated, professional, and committed to continuous development through ongoing training and CPD.