Purpose of the role:
Undertake the administration of a portfolio of complex trust and company structures with minimum supervision.
Responsibilities:
- Liaise directly with the Wealth Planners, Trust Relationship Managers and Client Advisors with regard to day-to-day administration matters
- Provide guidance to other Trust Officers
- Assist in reviewing documentation for new business
- Review trust instruments with regard to trustee powers, arrange meetings and prepare the appropriate minutes and resolutions
- Review corporate documentation and arrange meetings and prepare minutes where required
- Be responsible for client data ensuring that it is up to date and accurate
- Adopt a positive and solution orientated approach to tasks liaising with colleagues where required
Skills required:
- Relevant professional qualification or working towards a relevant qualification e.g. STEP
- A minimum of five years’ experience in administering trust structures
- Good knowledge of trust and company laws
- Good knowledge of AML regulations
- Good interpersonal skills to develop close working relationships with both colleagues and clients