Senior Trust Officer
Job Ref: LF
40198
This is a fantastic opportunity for an experienced trust professional to join a privately owned fiduciary services provider offering bespoke administration services to a global client base. The successful candidate will take ownership of a portfolio of trust and company structures, delivering high-quality service with professionalism and attention to detail.
Location
Duties for this role include, but are not limited to:
- Administering a varied portfolio of trust, company and private client relationships.
- Drafting trust and company minutes, client correspondence, and maintaining accurate records.
- Managing client due diligence and completing annual reviews.
- Preparing annual validations and maintaining statutory records.
- Coordinating distributions and liaising with clients, beneficiaries, investment managers, lawyers, and other professionals.
- Supporting company secretarial matters, including changes to directors, secretaries, and share transfers.
- Assisting with client meeting documentation and internal project work.
- Ensuring compliance with regulatory standards and internal procedures.
- Managing financial transactions accurately and ensuring efficient use of client funds.
Skills / Qualifications
The ideal candidate will have proven experience in a trust and company administration role, and either hold or be willing to study towards a relevant qualification such as STEP, ICSA, ACCA or ACA. Strong written and verbal communication skills, excellent organisation, and the ability to work both independently and collaboratively are key. Proficiency with client database systems and electronic filing is 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.