Our client is seeking an ambitious and experienced Senior Trust Officer on a temporary basis to work with a small number of high-net-worth individuals, providing exceptional client service while collaborating with colleagues and clients. The role offers hybrid working and flexible hours, making it an ideal position for a professional with a proactive attitude. Click here to read more.
Job Duties:
- Manage the administration and accounting needs of high-net-worth clients and their investment or philanthropic activities
- Support managers in organising and addressing tasks and responding to ad hoc client requests
- Handle incoming correspondence efficiently, seeking guidance when necessary
- Ensure all company policies and procedures are followed to manage risk
- Maintain awareness of local regulatory matters and escalate issues when needed
- Brief colleagues on tasks during periods of absence and provide reciprocal support to ensure high service standards
- Prepare attendance notes of telephone communications and circulate to relevant staff
- Prepare minutes and documents for meetings when required
- Monitor aged debt and work with the Accounts Department and Directors to maintain control over debts
- Ensure periodic client reviews are completed according to the director’s timetable
- Mentor and support junior staff under supervision from the Manager
- Undertake projects and technical transactions as required
- Perform other tasks as directed by the Manager, Management Team, or Directors
Job Requirements:
- Educated to A-level or degree standard
- Willingness to complete a professional or relevant qualification
- Minimum of 3 years’ experience in trust and company administration or financial services
- Strong numerical skills and attention to detail
- Strong IT skills
- Comprehensive understanding of trust and financial administration
- Ability to work under pressure and meet deadlines
- Excellent interpersonal skills with the ability to communicate effectively at all levels
- Ability to manage and motivate staff and work on own initiative
What You’ll Love:
Our client is committed to professional development and fostering an ethical, collaborative, and client-centric work environment, where initiative and ambition are rewarded. We look forward to receiving your application and discussing how you can contribute to the team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
