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Senior Trust Officer - Private Client

Purpose of the role:

In this busy team you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures.

Responsibilities:

  • Take direct administrative responsibility for efficiently and profitably managing a diverse portfolio of complex structures
  • Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention
  • Play a constructive role within the wider business, assist the line Manager/Director with day-to-day client management and support junior team members with their portfolio development
  • Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management

Skills required:

  • Ideally have a hold a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification
  • Have a proven track record of complex trust and administration experience working with private and corporate clients
  • Strong understanding of applicable trust and company regulations, establishment procedures and compliance issues
  • Effective use and working knowledge of Microsoft suite, systems and relevant software packages
 

Private Client

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