Trust Officer

Our client is seeking a Trust Officer to take direct administrative responsibility for a portfolio of trusts, companies, and other wealth structures. This role involves ensuring the delivery of first-class service to clients, intermediaries, and stakeholders while managing risk and supporting junior team members. The successful candidate will work closely with clients, identifying their needs, delivering high-quality service, and seeking opportunities to enhance client relationships.

Job Duties:

• Manage a portfolio of trusts, companies, and other wealth structures, ensuring a high level of client service.
• Interact directly with clients to identify their needs and provide tailored solutions.
• Ensure client commitments are met within agreed deadlines and to a high standard.
• Identify and mitigate risks within the portfolio, escalating where necessary.
• Support and mentor junior team members, assisting with their professional development.
• Maintain compliance with relevant regulatory and legal requirements.
• Identify new business opportunities and contribute to the growth of client relationships.
• Keep up to date with industry trends and issues affecting fiduciary structures.

Job Requirements:

• 3-5 years of relevant experience in the fiduciary sector.
• Strong understanding of the technical principles of fiduciary administration.
• Awareness of current industry issues affecting fiduciary structures and clients.
• Studying towards or holding a relevant professional qualification (such as STEP or ICSA).
• Educated to A-Level standard or equivalent.
• Commitment to maintaining Continued Professional Development (CPD) hours.
• Excellent client service skills with the ability to manage high-net-worth client relationships.
• Strong organisational and time management skills.

What You'll Love:

Our client offers an opportunity to work in a dynamic and professional fiduciary environment, providing exposure to high-net-worth clients and complex wealth structures. The organisation values professional development, supporting employees in obtaining and maintaining relevant qualifications. With a strong emphasis on client service and career growth, this role provides an excellent platform to develop expertise and progress within the fiduciary sector.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here