Our client is seeking an experienced trust professional to join their team as a Senior Trust Officer. This role involves managing a portfolio of private and corporate fiduciary clients, ensuring high-quality administration and client service. The successful candidate will play a key role in maintaining strong client relationships, ensuring compliance with regulatory standards, and supporting the firm's fiduciary operations. This is a full-time role requiring office attendance, with remote working granted only in exceptional circumstances.
Job Duties:
- Administer a portfolio of trust and corporate clients, ensuring high service standards.
- Manage client relationships effectively to maintain and grow business opportunities.
- Provide technical support to team members and ensure a thorough understanding of transactions.
- Ensure compliance with internal policies, regulatory requirements, and client due diligence procedures.
- Process transactions efficiently, meeting deadlines and internal procedural requirements.
- Oversee FATCA and CRS reporting in coordination with legal partners.
- Conduct annual or biennial client entity reviews and quarterly investment portfolio assessments.
- Complete corporate tax returns and annual validations.
- Assist with the annual billing process and oversee the collection of outstanding fees.
- Maintain required CPD levels for professional development.
Job Requirements:
- Proven experience in trust and fiduciary services.
- A relevant professional qualification such as STEP or ICSA is preferred.
- Strong working knowledge of Microsoft Office; experience with Document Management Systems (such as Worksite) would be an advantage.
- Excellent organisational skills with attention to detail and accuracy.
- Proactive approach with the ability to demonstrate initiative.
- Strong communication and interpersonal skills to build and maintain client relationships.
- Ability to work collaboratively within a team to achieve shared goals.
What You’ll Love:
Our client offers a professional and supportive working environment, providing opportunities for career development within a respected fiduciary services firm. Benefits include a discretionary annual bonus, regular salary reviews, a generous holiday allowance, a non-contributory employer pension scheme, BUPA Premier Health Plan Insurance for employees and their families, reimbursement of professional memberships, and allocated car parking based on seniority and length of service.
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