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Senior Trust Officer - Private Wealth

Purpose of the role:

As the Senior Trust Officer, Private Wealth, you will be responsible for the administration and client service of a portfolio of high net worth clients.

Responsibilities:

  • Assist and supervise junior team members with the administration of their portfolios
  • Manage the administration and client service of a portfolio of high net worth clients
  • Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
  • Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio
  • Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions
  • Complete all tasks that arise as a result of the annual and periodic client reviews and other internal control reviews in a timely and efficient manner

Skills required:

  • 3-5 years’ experience in trust and company administration
  • Thorough working knowledge of Trust and Company Administration, to include relevant legislation, regulation and sound understanding of basic accounting
  • Ability to recognise and respond to risk situations and remain up to date with appropriate legislation and professional standards
  • Ability to develop strong relationships with clients, intermediaries and colleagues
 

Private Client

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