Officer, Family Office Team

Our client is seeking an experienced trust professional to join their Family Office team on a permanent contract. This role involves supporting the establishment and administration of wealth structures for ultra-high-net-worth families. You will work in a collaborative environment, overseeing daily workloads and maintaining statutory records for a defined client portfolio. Click here to read more

Job Duties:

• Organise daily workloads and delegate tasks to junior team members as needed
• Maintain accurate statutory records for client portfolios, providing instruction to junior staff
• Assist in the production of accounts and ensure accurate bookkeeping
• Develop skills to review accounts with appropriate training
• Demonstrate an understanding of client affairs, meeting statutory obligations and client instructions
• Review work completed by junior staff and ensure diary notes are updated
• Support managers and directors with additional tasks as required

Job Requirements:

• 3-4 years of experience in a trust administration role
• Relevant professional qualification such as the CGI IFA certificate or STEP certificate
• Progress towards a CGI or STEP diploma qualification, or equivalent experience
• Sound technical knowledge of trust administration and some knowledge of tax
• Proficiency in IT, including all Microsoft applications
• Excellent communication, organisational, and planning skills
• Attention to detail and a proactive, professional approach
• Ability to work independently, manage priorities, and meet deadlines

What You’ll Love:

You will be part of a supportive and progressive team, gaining exposure to complex wealth structures for ultra-high-net-worth clients. The role offers opportunities for professional development, with financial support for further qualifications. The company values a collegiate and inclusive environment, providing flexible working options, comprehensive health insurance, and regular social events. You'll have the chance to make a meaningful impact while building a rewarding career in a firm that truly values its people.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here