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Trust Officer

Purpose of the role:

This is a fantastic role for an experienced Trust Officer to 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
  • 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
  • Work with internal control functions where required
  • Work with external advisors where required
  • Understand fiduciary and AML risk and escalate any concerns

Skills required:

  • A relevant professional qualification or working towards a relevant qualification e.g. STEP
  • A minimum of three years experience in administering trust structures
  • Knowledge of trust and company laws
  • Good interpersonal skills to develop close working relationships with both colleagues and clients
 

Trust & Company Administration

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