Senior Trust Officer

Whats In It For You

• Competitive salary
• Hybrid working
• Flexible working hours
• Annual Salary Review
• Pension 
• Private medical insurance
• Life assurance
• Income protection & Critical illness

Purpose of the Role

The Senior Trust Officer will undertake a variety of duties within a small trust team managing the administration of their own portfolio of Trust and Company structures for both private and corporate clients and maintain a wide and detailed knowledge and understanding of company and trust administration generally to include money laundering compliance and relevant legislation.

They will also be required to assist more junior staff members in order to share their experience technical knowledge and experiences of the finance industry and assist with ad hoc projects as and when required.

Main responsibilities

• Management and coordination of daily administration of trusts and companies.
• Building relationships with and liaising with clients bankers brokers and other professional advisors and related parties.
• Periodic file reviews.
• Complying with KYC procedures.
• Client billing and collection.
• Involvement in the take on of New Business.
• Maintenance of statutory records.
• Review of agreements including property contracts and other legal documents.
• Management of own portfolio including coordinating mandate specific transactions.
• Providing technical support to more junior staff members
• To ensure the achievement of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading). To ensure that CPD records are maintained and updated regularly and are accounted to HR on a regular basis.
• Any other such duties that may be reasonably required.

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Qualifications :

Knowledge skills and experience

• ICSA or STEP qualified (or part qualified).
• Minimum of 5 trust administration experience.
• Good experience of reviewing and understanding highly technical documentation.
• Keen attention to detail and good internal/external communication skills.
• Computer literate with good knowledge of Excel and Word.
• CPD is a compulsory requirement for all trust company business employees.

Competencies

• The ability to work as part of a team and lead by example.
• The ability to interact with colleagues at all levels in the Company.
• Willingness to operate in a handson capacity as part of a closeknit team.
• The drive to make continuous improvements.

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.