Trust Officer
Job Ref: LF
40740
A brilliant opportunity for an experienced trust professional looking to broaden their responsibilities and support the development of junior staff within an established team! If you enjoy managing client relationships and ensuring the smooth administration of fiduciary structures, this role offers a mix of autonomy and collaboration.
Location
Duties for this role include, but are not limited to:
- Understanding trust and corporate regulatory requirements.
- Becoming familiar with the team's existing portfolio.
- Ensuring high-quality day-to-day service delivery.
- Working proactively with colleagues to provide timely client data.
- Resolving queries and identifying appropriate solutions.
- Adhering to internal practices and procedures.
- Maintaining focus on chargeable time and accurate time recording.
- Managing cash collection and debtor control for own clients.
- Supporting client acceptance procedures and assessing associated risks.
- Preparing for and attending client meetings, following up action points.
- Producing accurate written communications.
- Maintaining professional communication with clients and colleagues.
- Taking responsibility for continued development and training goals.
- Escalating issues to management as appropriate.
Skills / Qualifications
The ideal candidate will have at least 3-4 years' relevant fiduciary experience and hold (or be working toward) a STEP or ICSA qualification. They will be detail-oriented, analytical and confident managing deadlines within a volume-driven environment. Strong communication skills, a commitment to client service and the ability to prioritise effectively are essential.
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.