Our client is searching for an enthusiastic Trust Officer who embodies their core values and seeks to build a rewarding career through the delivery of client service excellence. This role is a permanent contract, and the successful candidate will manage the day-to-day administration for a defined portfolio of clients, ensuring outstanding client service. The position involves organising daily workloads, as well as delegating tasks appropriately to less experienced team members, while also offering them support and guidance to assist in their development. The Trust Officer will be working in a friendly and progressive environment and will be responsible for maintaining client databases, ensuring accurate bookkeeping, and managing client bank accounts. Regular client meetings and the preparation of necessary documentation will also be integral parts of the role. Moreover, the Trust Officer will be tasked with completing tax compliance reviews to ensure adherence to tax advice and deadlines, while actively identifying opportunities for staff development.
Job Duties:
- Maintain accurate and up-to-date client database and statutory records, including shareholder and beneficial owner information.
- Ensure bookkeeping is precise, enabling accounts to be prepared efficiently.
- Handle inquiries arising from the production of accounts and assist in the review of accounts as needed.
- Open and close entity bank accounts, managing funds received and payments according to policies.
- Monitor cash balances in line with recommendations from the Investment Review Committee to avoid overdrawn accounts.
- Attend client meetings and prepare all necessary documentation.
- Liaise with investment advisors regarding Investment Review Committee requirements and maintain Investment Policy Statements.
- Incorporate legal entities and formation of trusts while observing registry requirements.
- Ensure compliance with firm policies and provide guidance to less experienced team members regarding risk.
- Complete tax compliance reviews and manage structures following tax advice and deadlines.
- Maintain timekeeping systems and assist team members with relevant time codes.
- Identify and monitor aspects of client work through project utilisation.
- Manage cashflow and produce client fee invoices, while identifying development opportunities for team members.
Job Requirements:
- Strong technical knowledge and understanding within the Trust arena, with a foundational awareness of tax.
- Attainment or pursuit of STEP or CGI qualification, or equivalent, while meeting CPD requirements.
- Effective communication skills and the ability to produce documentation with high accuracy and attention to detail.
- Capability to identify and resolve moderately complex issues, with appropriate support and guidance.
- Proactive and self-sufficient in meeting deadlines and objectives.
- Ability to work to specified standards and service levels, demonstrating a comprehensive thought process around tasks.
- Evidence a positive and committed approach to work.
What You’ll Love:
This role offers the opportunity to contribute significantly to the reputation of the jurisdiction in a collaborative environment. The organisation is committed to fostering professional growth and offers ample opportunities for training and career development. There is a strong focus on employee well-being, providing an environment where everyone is respected and valued. The client encourages participation in community initiatives, and their core values promote excellence and integrity in every aspect of their operations.
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