Trust Officer
Job Ref: LF
41334
Working within a professional fiduciary team, you'll play a key role in administering trust and corporate structures while developing long-term relationships with clients and intermediaries. This role offers plenty of variety and the opportunity to continue developing your technical expertise within a supportive environment.
Location
Duties for this role include, but are not limited to:
- Administer a designated portfolio of trust and corporate structures.
- Build and maintain strong relationships with clients and intermediaries.
- Prepare client correspondence, reports and documentation.
- Attend client meetings and follow up on agreed actions.
- Manage workflows, chargeable time and debt collection activities.
- Ensure compliance with regulatory requirements and internal procedures.
- Support and develop junior members of the team.
- Escalate complex matters to senior management where appropriate.
- Maintain technical knowledge through ongoing professional development.
- Deliver a consistently high standard of client service.
Skills / Qualifications
The ideal candidate will have 3 to 4 years' experience within the trust industry together with a STEP or CGI (ICSA) qualification, or equivalent. You'll possess a strong understanding of trust and company administration, excellent communication skills and the ability to manage competing deadlines while maintaining exceptional attention to detail. A proactive approach, strong client relationship skills and the confidence to support and develop junior colleagues will be key to success in this role.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.