Our client is looking for an experienced Trust professional who embodies core values and aims to build a fulfilling career by delivering client service excellence. This role will offer a permanent contract and will be responsible for the day-to-day administration and exceptional client service to a defined portfolio of clients. The successful candidate will thrive in a friendly and progressive environment while undertaking a broad range of duties. Responsibilities include ensuring the accurate maintenance of client database records and statutory documentation, assisting with bookkeeping and account preparation, and managing entity bank accounts. The Trust Officer will also monitor cash balances on client bank accounts, liaise with investment advisors, and support less experienced team members. Additionally, the role involves ensuring compliance with tax obligations while actively contributing to the delivery of client-focused services.
Job Duties:
- Ensure all information on the client database and statutory records are accurately maintained.
- Follow up on indications from clients regarding any changes, ensuring bookkeeping accuracy.
- Assist with queries arising from account production and assist in the preparation of accounts.
- Open and close entity bank accounts, ensuring a full understanding of funds received.
- Monitor client bank account cash balances to prevent overdrawn positions.
- Attend client meetings as required, preparing all necessary documentation.
- Liaise with investment advisors regarding account requirements and maintain investment policies.
- Provide guidance to less experienced team members on company policies and procedures.
- Ensure tax compliance by reviewing structures and keeping abreast of tax deadlines.
- Maintain the timekeeping system, assisting team members with relevant time code selection.
- Manage cash flow and produce client fee invoices.
- Assume authorised signatory responsibilities as necessary.
Job Requirements:
- Very good technical knowledge and understanding to deliver a range of activities within the Trust sector.
- May be working towards or have attained STEP or CGI qualifications, with ongoing CPD compliance.
- Effective communication skills with the ability to engage with various stakeholders.
- Ability to produce documentation with high accuracy and attention to detail.
- Proactive and self-sufficient, capable of meeting deadlines with some support as required.
- Sound technical knowledge of tax, registry requirements, and corporate governance.
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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