Our client is looking for a Senior / Trust Officer to assist in the efficient administration of a portfolio of client structures, including companies, partnerships, and trusts. This role involves working closely with a dynamic family office client relationship, which forms a key part of the business. The Trust Officer will be supported by their line manager and the wider team to deliver high-quality service levels to clients, while also mentoring junior colleagues when needed. The position provides an opportunity to work with ultra-high net worth individuals and families, delivering tailored fiduciary solutions. Click here to read more.
Job Duties:
- Administer a portfolio of fiduciary structures, including companies, trusts, and partnerships.
- Interact directly with clients to meet their needs and identify potential new business opportunities.
- Deliver on client commitments within agreed deadlines.
- Meet personal targets related to time recording and utilisation, supporting the team in achieving profitability.
- Review time spent on client relationships and ensure prompt collection of fees.
- Develop an awareness of risk management tools and policies, with guidance from the team.
- Collaborate with team members to build strong working relationships and promote business objectives.
- Provide guidance and technical support to junior colleagues.
Job Requirements:
- Proven experience within the fiduciary sector, ideally 3 to 5 years, with good client service skills.
- Strong understanding of the technical principles of fiduciary administration, including preparing board minutes and handling administrative tasks.
- Awareness of current issues affecting fiduciary structures and clients.
- Fluent in English, with additional languages being desirable.
- Studying towards or holding a relevant professional qualification such as STEP or ICSA.
- Educated to A-Level standards or equivalent, with a commitment to maintaining Continued Professional Development CPD in line with qualifications.
What You’ll Love:
Our client offers a dynamic and supportive environment where you’ll be encouraged to build strong relationships with both clients and colleagues. You will be provided with the opportunity to work on complex and diverse client structures, gaining invaluable experience in the fiduciary field. With ongoing support for professional development, you will have the chance to grow your expertise and make meaningful contributions to the success of the business.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
