Client Services Officer/Senior Officer/Manager

• Managing the day-to-day operations of a portfolio of trust and company clients.
• Attending client meetings and responding to queries from clients, beneficiaries and settlors.
• Liaising with intermediaries and advisors, drafting legal and corporate documentation.
• Preparing minutes, resolutions, statutory returns and maintaining statutory records.
• Processing bookkeeping entries and invoicing client entities.
• Supporting operational development, including precedent documents, policies and best practices.
• Ensuring full compliance with statutory and regulatory requirements, in line with internal procedures.
• Meeting CPD obligations and pursuing ongoing professional development.
• Contributing to business development initiatives and internal committee participation.
• Providing ad hoc support to Directors to maintain efficient office and client operations.

The ideal candidate will have around 5 years' experience in trust and company administration and be qualified to a relevant professional level. Strong communication and relationship-building skills are essential, along with a diligent and client-oriented approach. A 'B' signatory status and the ability to manage complex client matters independently will be expected. A collaborative mindset, attention to detail, and a proactive attitude towards continuous improvement will be key to success in this role.