Trust Officer
Trust Officer
Posted on :
07-05-2025
Employer Active
1 Vacancy
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Job Description
Whats In It For You
- Competitive salary
- Flexible working hours
- Private PensionPlan fully paid by the company after probation
- Private medical insurance with Catastrophe cover fully paid by the company
- Employee recognition program and spot bonuses
Main responsibilities
Deliver operational excellence and ensure compliance:
- Assisting with the management of a wide portfolio of trusts and companies achieving operational excellence in the delivery of client services managing high client expectations and delivering consistent results.
- Demonstrating your ability to draft minutes resolutions and loan agreements with limited changes and input from others ensuring data accuracy and completeness.
- Delivering services to client satisfaction within compliance and regulatory requirements ensuring established processes and procedures are followed and understanding why they are necessary.
- Liaising with various internal and external stakeholders to ensure and maintain data integrity in the client relationship management systems internal compliance systems (e.g. PRR) etc.
- Supporting team members acting as a buddy and supporting them with technical daytoday queries.
- Building knowledge of the services Ocorian provides and supporting the achievement of our business goals through involvement in strategic initiatives.
Deliver clientcentric service:
- Taking greater initiative and ownership of responsibilities assigned building confidence and skills to deliver with limited changes and input from your manager.
- Providing high quality clientcentric administration activities in a timely manner growing your appreciation and understanding of client needs and the nature and rationale of client activities and transactions.
- Building confidence and skills to communicate knowledgeably and professionally with clients and other stakeholders.
Ensure financial management:
- Supporting with the financial management of clients; assisting with the billing process and monitoring of the aged debt position of matters under administration including liaising with Credit Control and Directors to ensure that a tight control is maintained over the value and length of aged debt.
#L1VK1
#LIHybrid
Qualifications :
- Educated to A level or equivalent;
- Completed first degree in a relevant field or on the way to complete ICSA
Knowledge Skills and Experience
- 25 years experience in company and trust administration.
- Solid understanding of trusts and companies.
- Digital Literacy able to lead in the use of the Microsoft Office suite of applications and Ocorians core systems and apps demonstrates a solid understanding of how to extract and manipulate client data.
- Administrative and Service Delivery Skills able to support and train others helping set and achieve team objectives.
- Personal Leadership works with peers to ensure there is consistent understanding of goals and how to achieve these.
- Discretion and Confidentiality able to maintain confidentiality and handle sensitive client information with the utmost discretion.
- Adaptability demonstrates flexibility to changing priorities and work demands.
- Accountability takes responsibility for work output.
- Presentation Skills able to convey results and outputs of work to senior management in a clear and succinct manner.
- Attention to Detail demonstrates excellent attention to detail to produce highquality work.
- Time Management able to manage workload prioritise tasks and meet deadlines in a fastpaced private client service environment.
- Communication Skills able to interact with clients colleagues and others in a courteous and effective manner.
- Teamwork collaborates with colleagues and assists team members in administrative tasks to achieve common goals.
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
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
Key Skills
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