Our client is seeking a Trust Officer to join their organisation on a permanent, full-time basis. This role involves the active administration of a portfolio of trusts and companies while ensuring compliance with procedures, regulations and legislation. You will be responsible for providing a high standard of client service and maintaining efficient and accurate records, with a strong focus on risk mitigation and operational excellence.
Job Duties:
- Administer a portfolio of trusts and companies efficiently and accurately
- Act as a point of contact for clients alongside Directors, maintaining regular communication and responding to requests
- Coordinate board meetings and communication with directors and trustees
- Prepare meeting agendas, minutes and action points
- Arrange and process payments, including drawing cheques and internet transactions
- Liaise with banks for account openings/closures and loan documentation
- Monitor bank accounts and maintain accurate records
- Liaise with advisers including banks and investment managers
- Set up and maintain comprehensive trust and company records using relevant systems
- Provide general accountancy services for your portfolio
- Maintain accounting records and perform bank and investment reconciliations
- Coordinate and review payment processes, ensuring timely execution
- Record billable time averaging 85% of working hours
- Identify risks and report them appropriately
- Ensure compliance with internal policies, legislation and regulatory requirements
- Demonstrate a clear understanding of AML procedures relevant to the role
- Stay informed of changes in trust and company legislation
- Ensure fee collection is accurate and timely
- Identify and implement process improvements to enhance efficiency
- Mentor junior team members and support their development
- Complete risk reviews and CRS/FATCA reviews within deadlines
- Accurately complete and submit timesheets weekly
- Maintain meticulous attention to detail to avoid errors and reduce costs
Job Requirements:
- Minimum of 5 years’ experience in fiduciary administration
- Strong understanding of trust concepts and company administration
- Broad accounting knowledge and ability to maintain financial records
- Excellent interpersonal and written communication skills
- Ability to manage client relationships professionally and courteously
- Strong organisational skills with the ability to prioritise and meet deadlines
- Proficient in trust administration systems, such as Viewpoint
- Proactive approach with a commitment to continuous learning
- Ability to work independently and collaboratively within a team
- High level of attention to detail and accuracy
- Ability to handle sensitive information with discretion and confidentiality
What You’ll Love:
You will be part of a reputable and professional trust company where your expertise is valued, and your contributions make a meaningful impact. This is an excellent opportunity to manage a varied and interesting portfolio in a supportive environment that encourages development and continuous improvement.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
