Our client is seeking a Trust Officer to join their client-facing team, primarily focused on providing general administration to a defined portfolio of clients with minimal supervision. This role involves supporting senior management with day-to-day client administration duties and providing training to junior staff members. The Trust Officer will manage and administer the assigned client portfolio efficiently and accurately, ensuring timely interactions with financial institutions regarding investment transactions and settlement instructions. A working knowledge of limited company formation and trust setup is essential, along with supporting the Finance and Accounting team in the timely uploading of payments. The role also involves liaising with internal and external clients, maintaining statutory records, and ensuring compliance with company policies. Continuous professional development is encouraged, including attendance at relevant courses to enhance technical knowledge.
Job Duties:
- Manage and administer the assigned portfolio of clients in an efficient, accurate, and timely manner.
- Liaise with financial institutions regarding investment transactions and settlement instructions.
- Acquire working knowledge and competency in the formation of limited companies and the setup of new trusts.
- Support the Finance and Accounting team with timely and accurate payment uploads.
- Ensure the bookkeeping for the portfolio is kept up to date, liaising with the Finance and Accounting team as necessary.
- Set up and maintain statutory records as required.
- Liaise with internal and external clients, third parties, and professional intermediaries where appropriate.
- Ensure all client information is maintained in the client database and kept up to date.
- Act as a responsible ‘B’ signatory.
- Conduct timely client reviews.
- Train and supervise junior team members where appropriate.
- Ensure compliance with the company’s Health and Safety policy.
- Keep up to date with policy and mandatory training.
- Comply with the group’s policies and procedures while promoting a culture of good governance.
- Maintain up-to-date technical knowledge and attend relevant courses for required CPD.
- Undertake any other relevant duties as requested by the Line Manager or Directors.
Job Requirements:
- Possess or be working towards a professional qualification relevant to the role, such as ICSA, STEP, CAT, or equivalent.
- At least 4 years of relevant experience.
- Excellent attention to detail and professionalism.
- Proficiency in using document management systems, such as NavOne, payment portals, and other necessary systems for the role.
- Highly motivated with the ability to think and act independently, contributing to the smooth operation and governance of the organisation.
- Ability to multitask and prioritise effectively to meet the demands of a busy, rewarding role.
- Excellent communication skills and ability to work collaboratively with individuals at all seniority levels, including staff, directors, clients, and business partners.
- Proficient in Microsoft Office applications.
What You’ll Love:
This role offers the opportunity to significantly contribute to the smooth running of client services. Working in a supportive and dynamic environment, you will be able to enhance your skills and expertise in trust administration and client management. The organisation values professional growth and provides avenues for training and development, fostering a culture of collaboration and excellence.
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