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Trust Officer

Our client is seeking a Trust Officer to join their team in the Isle of Man on a permanent basis. In this role, you will support a busy international client portfolio within the Trust Department, providing high-quality service through trust and company administration, payment processing, and compliance-related duties. This position offers a unique opportunity to gain comprehensive exposure across all areas of trust administration and to collaborate with various experts within the organisation to deliver integrated solutions. You will build and maintain strong client relationships while ensuring the highest standards of client service and compliance are met throughout your activities.

JOB DUTIES:

  • Build and maintain strong client relationships, acting as the primary point of contact and delivering bespoke solutions to meet their needs.
  • Undertake new business administration duties, including client acceptance, compliance requirements, and trust documentation.
  • Liaise with stakeholders to assist with developments and collaborate with multiple divisions to support client requirements effectively.
  • Maintain and develop relationships with banks, legal professionals, and other key third parties to facilitate a seamless onboarding experience for clients.
  • Assist with administering trusts and companies for clients within your team portfolio.
  • Communicate with clients and internal departments to assist with compliance and corporate governance processes.

JOB REQUIREMENTS:

  • Previous experience in trust and corporate services is essential.
  • Qualification or part-qualification in STEP is required.
  • Strong understanding of trust and company administration, including statutory and regulatory matters.
  • Excellent written and verbal communication skills are necessary.
  • A good understanding of general compliance is advantageous.
  • Proactive with strong administrative and organisational skills.
  • Ability to prioritise tasks and manage your own workload effectively.
  • Capability to delegate tasks appropriately to junior team members where necessary.

WHAT YOU’LL LOVE:

This role offers a vibrant working environment with a strong emphasis on staff wellbeing and ongoing personal development through training and professional qualifications. Our client fosters an authentic and supportive culture that rewards hard work and dedication, complemented by regular social opportunities and community engagement activities.

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