Purpose of the role:
Our client is looking for an Assistant Trust Officer with 3+ years of experience, including experience in trust and company management and administration, to join their team.
Responsibilities:
- Assist senior team members with administrative duties such as preparing for meetings, drafting client communication and presentations, and supporting the timely processing of payments, distributions and investments
- Assist and support the team with the administration of a balanced portfolio of Companies, Trusts and other corporate vehicles holding commercial and residential real estate and diverse financial assets
- Support the clearing of fiduciary review points and management of client debtors
- Liaising with clients, intermediaries, and Third Party institutions to ensure a high standard of service and assist with all relevant compliance matters where necessary
- Responding to requests from clients, family offices, outside professionals and Banking Teams for execution of transactions, provision of information, FATCA and CRS requirements, regulatory requirements
- Responding to requests from internal departments such as accounting, regulatory reporting and risk control departments
Skills required:
- Experience of a similar client-facing environment is desirable, but not essential
- Good attention to detail with the ability to work to deadlines and to demonstrate effective verbal and written communication skills
- Intention to study towards or indeed holding a relevant professional qualification, with the flexibility and a willingness to learn and understand of the duties and responsibilities of a Fiduciary
- Appropriate IT skills