Our client is seeking a knowledgeable and experienced Senior Trust Officer who demonstrates core values and aspires to excel in delivering client service excellence. This position offers a permanent contract, focused on providing advanced administration and superior client service to a defined portfolio of clients. The ideal candidate will operate in a supportive and progressive environment, engaging in a variety of responsibilities. These include ensuring that client database records and statutory documentation are meticulously maintained, as well as managing bookkeeping and overseeing the preparation of accounts. The Senior Trust Officer will be responsible for opening and closing entity bank accounts, monitoring cash balances, attending client meetings, and liaising with investment advisors. In addition, the role demands ensuring compliance with tax obligations and supporting the development of less experienced team members while actively contributing to the overall team’s performance.
Job Duties:
- Ensure all necessary client database and statutory records are accurately maintained, noting inconsistencies for follow-up.
- Maintain accurate bookkeeping and provide the necessary information for account preparation.
- Assist with queries arising in the production and reviewing of accounts as required.
- Open and close entity bank accounts, ensuring a complete understanding of funds received.
- Monitor cash balances on client bank accounts, taking appropriate actions as necessary.
- Attend client meetings as required, preparing all necessary documentation in advance.
- Liaise with investment advisors regarding the Investment Review Committee requirements.
- Provide guidance and mentorship to less experienced team members on policies and procedures.
- Ensure tax advice is received and reviewed for transactions; maintain a proactive approach to tax changes.
- Achieve financial targets and manage time utilisation in accordance with set objectives.
- Supervise the timekeeping system, assisting less experienced team members with time code selection.
- Manage cash flow, produce client fee invoices, and assume authorised signatory responsibilities.
Job Requirements:
- Sound technical knowledge and demonstrated ability within the Trust sector, along with tax and corporate governance expertise.
- May be working towards or have attained STEP or CGI qualifications, compliant with CPD requirements.
- Excellent written and verbal communication skills with the ability to engage effectively with a diverse range of individuals.
- Ability to produce and review documentation with a high level of accuracy and attention to detail.
- Proven analytical skills enabling suggestions for improvement in processes and working methods.
- Ability to work to deadlines and project plans with moderate direction to ensure objectives are achieved.
- Strong supervisory skills enable prioritisation and assignment of work while monitoring performance.
What You'll Love:
This role offers the chance to play a key part in maintaining and enhancing the organisation’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.
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