Trust Officer

Our client is seeking an experienced Trust Officer to join their team on a full-time basis. The successful candidate will play a crucial role in managing trusts and estates, ensuring compliance with all regulatory requirements while providing exceptional service to clients. This role involves liaising with key stakeholders, including clients, beneficiaries, and legal representatives, to ensure that all trust operations are conducted smoothly and efficiently. The Trust Officer will be responsible for the administration and oversight of a variety of trust types, handling complex situations with tact and efficiency. The role requires a good understanding of both trust law and financial management, with a focus on safeguarding the interests of clients. The position offers an opportunity to work in a dynamic environment with a commitment to excellence and client satisfaction. This is a fantastic chance for a dedicated professional to advance their career with a leading organisation.

Job Duties:

• Manage the administration of trusts and estates, ensuring compliance with relevant laws and regulations.
• Liaise with clients, beneficiaries, and legal professionals to facilitate effective communication and resolution of queries.
• Prepare and review trust documentation, including annual accounting and tax returns.
• Conduct regular reviews of trust assets to ensure they are properly managed and aligned with client objectives.
• Provide guidance and support to clients on trusts and estate planning matters.
• Monitor changes in legislation affecting trusts and ensure that policies and procedures are updated accordingly.
• Develop and maintain strong relationships with clients to enhance trust and identify additional needs.

Job Requirements:

• Significant experience in trust administration or a similar role.
• Strong understanding of trust law and financial principles.
• Excellent communication skills, with the ability to convey complex information clearly.
• Proven ability to manage multiple tasks and priorities effectively.
• High level of attention to detail and strong analytical skills.
• Commitment to providing exceptional client service.

What You’ll Love:

Working with our client offers the opportunity to join a prestigious organisation with a strong reputation in the industry. You will benefit from a supportive work environment that values professional development and career growth. The role is both challenging and rewarding, providing you with the chance to make a tangible difference in the lives of clients. Be part of a dedicated team that prioritises excellence and client satisfaction, and enjoy a culture that promotes learning and innovation.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here