Our client is seeking a Trust Officer for a permanent position within the Private Wealth department. This role is responsible for the effective and efficient administration of a portfolio of complex structures, engaging with clients and intermediaries daily. The successful candidate will report to the Senior Manager and will proactively develop and build solutions to meet client needs while fostering long-term relationships.
Job Duties:
- Deliver the best possible service to clients by adhering to agreed policies and procedures within the Wealth Structuring Group.
- Actively contribute to the Wealth Structuring Team and provide excellent client service through relationship building.
- Optimise client potential to ensure a consistent and seamless client experience.
- Provide advisory services to clients, ensuring their needs are met.
- Update, scan, file, and archive records as necessary to comply with record retention policies.
- Respond to internal communications regarding operational matters in a timely manner.
- Contribute to the successful delivery of remediation and other projects approved by management, including feedback and administrative tasks.
- Administer client entities while maintaining diary entries for tax filings and performance reviews.
- Ensure the integrity of data is maintained at all times.
- Develop a Personal Development Plan in collaboration with management, maintaining required CPD hours.
- Stay up to date with regulatory and control issues affecting operations.
- Maintain awareness and comply with all relevant Anti-Money Laundering laws and regulations.
Job Requirements:
- Ability to work under own initiative.
- Effective communication skills with clients and colleagues.
- Capability to work under pressure and meet tight deadlines.
- Relevant professional qualification (e.g., ICSA, ACA, ACIB, STEP or legal qualification).
- Extensive experience with institutional clients.
- Sound knowledge of the regulatory framework and applicable trust and company regulations.
- Strong organisational and time management skills.
- Minimum of 4 years’ experience in the Finance Industry.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
