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Trust Officer - Private Clients

Purpose of the role:

You will maintain specialist and technical knowledge across solutions, awareness of the industry’s evolving legal and regulatory landscape and proactively identify and report risks and concerns in a timely manner to ensure that the company upholds the highest level possible of compliance and reputation.

Responsibilities:

  • Take direct administrative responsibility for a diverse portfolio of 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
  • 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:

  • Will ideally have or be working towards a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification
  • A proven track record of 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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