Our client is seeking a Trust Officer to take direct administrative responsibility for a portfolio of trusts, companies, and other wealth structures. This role involves ensuring the delivery of first-class service to clients, intermediaries, and stakeholders while managing risk and supporting junior team members. The successful candidate will work closely with clients, identifying their needs, delivering high-quality service, and seeking opportunities to enhance client relationships.
Job Duties:
- Manage a portfolio of trusts, companies, and other wealth structures, ensuring a high level of client service.
- Interact directly with clients to identify their needs and provide tailored solutions.
- Ensure client commitments are met within agreed deadlines and to a high standard.
- Identify and mitigate risks within the portfolio, escalating where necessary.
- Support and mentor junior team members, assisting with their professional development.
- Maintain compliance with relevant regulatory and legal requirements.
- Identify new business opportunities and contribute to the growth of client relationships.
- Keep up to date with industry trends and issues affecting fiduciary structures.
Job Requirements:
- 3-5 years of relevant experience in the fiduciary sector.
- Strong understanding of the technical principles of fiduciary administration.
- Awareness of current industry issues affecting fiduciary structures and clients.
- Studying towards or holding a relevant professional qualification (such as STEP or ICSA).
- Educated to A-Level standard or equivalent.
- Commitment to maintaining Continued Professional Development (CPD) hours.
- Excellent client service skills with the ability to manage high-net-worth client relationships.
- Strong organisational and time management skills.
What You’ll Love:
Our client offers an opportunity to work in a dynamic and professional fiduciary environment, providing exposure to high-net-worth clients and complex wealth structures. The organisation values professional development, supporting employees in obtaining and maintaining relevant qualifications. With a strong emphasis on client service and career growth, this role provides an excellent platform to develop expertise and progress within the fiduciary sector.
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