Our client is seeking a Senior Trust Officer to join their team on a permanent basis. The Senior Trust Officer will be responsible for delivering and overseeing trust and corporate administration, providing comprehensive support to both Private Wealth and Corporate teams. This role will involve coordinating daily workflows, guiding the Client Administrator, and managing complex fiduciary, corporate, and operational matters. The Senior Trust Officer will play a key role in maintaining strong operational controls while ensuring compliance with all relevant regulatory and internal standards. Due to the international scope of this position, the working hours will be from 11:00 AM to 8:00 PM to facilitate effective collaboration across jurisdictions.
Job Duties:
- Provide senior-level fiduciary, corporate, and operational support across Private Wealth and Corporate structures, closely collaborating with client-facing teams.
- Coordinate and oversee the Client Administrator’s daily workflow, including task allocation, prioritisation, training, and quality review, serving as the first point of escalation for operational issues.
- Prepare and review documentation for trust and corporate transactions, which includes distributions, payments, dividends, banking matters, and resolutions, ensuring they are ready for jurisdictional review and approval.
- Support the ongoing administration and governance of trust and corporate structures, maintaining accurate statutory, governance, client, and entity records in compliance with applicable requirements.
- Lead the preparation and coordination of pre-review and periodic file reviews, addressing outstanding documentation and tracking remediation actions to completion.
- Assist with new business onboarding and entity closures, including coordination of client acceptance documentation, Know Your Customer (KYC) processes, and compliance information.
- Ensure the accuracy and completeness of client and entity data in NAVOne, proactively identifying and rectifying data inconsistencies.
- Support FATCA/CRS reporting processes and coordinate regulatory information requirements as needed.
- Maintain electronic client and entity records according to Records Management Policies and Procedures.
- Monitor recurring workflows and operational deadlines, preparing communication and follow-up activities related to aged debts, billing matters, and credit notes as required.
- Contribute to operational projects, process improvements, and procedure development, fostering efficient working practices across teams.
Job Requirements:
- Relevant experience in trust, corporate, fiduciary, or professional services administration, ideally within a regulated environment.
- Strong practical understanding of trust and company administration, governance, statutory records, and compliance-related administration.
- Experience guiding, training, and overseeing junior administrators, with the ability to review work and manage priorities effectively.
- Exceptional attention to detail and sound judgement, capable of identifying control issues requiring escalation.
- Excellent organisational and prioritisation skills, with the capability to manage multiple workflow requirements.
- Clear and professional written and verbal communication skills, essential for engaging with colleagues globally.
- Proficiency in electronic document management and client administration systems; familiarity with NAVOne and Laserfiche is advantageous.
- Dependable, collaborative, and committed to maintaining accuracy and confidentiality.
What You’ll Love:
You will be part of an innovative and supportive work environment that prioritises employee wellbeing and teamwork, with a focus on professional development and continuous improvement. Our client encourages a collaborative culture that values contributions from all team members.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
