The Trainee Trust Officer will support the administration of trusts and companies within a supervised portfolio, assisting with daily tasks, client correspondence and regulatory requirements. This entry‑level role provides structured training, exposure to core fiduciary processes and the opportunity to work towards relevant professional qualifications.
Your duties will include:
- Support the administration of a mixed portfolio of trusts, companies and foundations, completing day‑to‑day tasks under supervision.
- Assist with payment processing, statutory filings across jurisdictions and clearing review points.
- Support compliance activities, follow Standard Operating Procedures and maintain up‑to‑date AML awareness.
- Record time accurately with clear narrative on the time recording system.
- Draft emails for senior team members and provide general administrative support
- Carry out additional duties as reasonably required by management.