Senior Trust Officer, Fiduciary Services

Our client is looking for a Senior Trust Officer to play a pivotal role in managing fiduciary accounts within the Private Client Fiduciary Services (PCFS) sector. This position involves overseeing a designated list of fiduciary entities, which may include trusts, companies, foundations, and nomineeships, while delivering complex and bespoke services tailored to these entities. The Senior Trust Officer will collaborate closely with teams from Fiduciary Management, Fiduciary Structure Management, and the Professional Services Group to ensure a seamless service delivery. The role includes facilitating regular client and advisor visits to strengthen relationships and support the Fiduciaries in implementing best practices in management. Additionally, the successful candidate will be responsible for analysing client requests, conducting fee reviews, and ensuring compliance with established policies and audit requirements. This role calls for a seasoned professional with a solution-driven mindset and a strong background in fiduciary operations.

Job Duties:

• Oversee and support the management of a portfolio of fiduciary entities in collaboration with relevant teams.
• Coordinate and participate in regular client and advisor visits to enhance relationship management.
• Provide technical input for client requests in collaboration with Fiduciaries.
• Lead fee reviews to ensure effective recovery of work in progress and meet business plan targets.
• Sign off client communications in accordance with organisational policies and procedures.
• Ensure compliance with audit standards and effectively address any audit points raised.
• Mentor junior staff and where necessary, take on coaching responsibilities.

Job Requirements:

• A proven track record in building and nurturing relationships within the fiduciary services sector.
• Exceptional adaptability and resilience in navigating challenges within the industry.
• Holding or actively pursuing a Category A or B level qualification under relevant financial services regulations.
• Substantial experience in fiduciary operations related to trusts, companies, foundations, and similar entities.
• Proficient in Microsoft Office Suite and other relevant software, with excellent attention to detail and keyboard skills.
• Strong commitment to teamwork and open communication to achieve optimal results.

What You’ll Love:

This role provides a unique opportunity to work within a highly dynamic and progressive environment, where your efforts will contribute significantly to enhancing client satisfaction and operational excellence. Our client emphasises professional growth and development, offering a world-class training programme and a comprehensive rewards package. You will join a team that values collaboration and innovation, ultimately aiming to make a meaningful impact within the community and create pathways for mutual success.

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