Trust Officer
Job Ref: LF
41021
A fantastic opportunity has arisen for a Trust Officer to join a well-established fiduciary environment. The role centres on managing client relationships and ensuring efficient administration of structures.
Location
Duties for this role include, but are not limited to:
- Managing a portfolio of companies and trusts, ensuring efficient and professional service delivery.
- Supporting the administration team to meet service levels and business standards.
- Processing distributions, payments and asset transfers.
- Maintaining strong relationships with clients and intermediaries.
- Identifying and communicating business development opportunities to senior staff.
- Reviewing financial and investment reports for approval.
- Supporting compliance, governance and internal control processes.
- Identifying and improving internal procedures alongside management.
- Maintaining accurate records and adhering to regulatory requirements.
- Undertaking ongoing professional development activities.
Skills / Qualifications
The ideal candidate will have at least 5 years' experience within fiduciary services and demonstrate strong knowledge of trust and company administration. They will be qualified or working towards a relevant professional qualification such as STEP (or equivalent). Strong communication, organisational and relationship management skills are essential, along with a proactive and self-motivated approach. The successful individual will be committed to delivering high standards of client service and maintaining professional excellence.
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.