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Senior Trust Officer
Job in
Merthyr Tydfil, Merthyr Tydfil County, CF47, Wales, UK
Listed on 2026-07-03
Listing for:
jobs.jerseyeveningpost.com-job boards
Seasonal/Temporary, Contract
position Listed on 2026-07-03
Job specializations:
-
Business
Financial Compliance
Job Description & How to Apply Below
This temporary position presents an excellent opportunity for a Senior Trust Officer to assist the Trust team in managing a diverse portfolio of companies, trusts, and foundations. The successful candidate will be responsible for maintaining a high standard of service while efficiently handling complex client affairs independently, adhering to company policies and procedures.
Job Duties- Manage the day‑to‑day affairs for complex clients independently while adhering to appointment terms and group procedures.
- Build and enhance client and intermediary relationships to foster new business opportunities.
- Identify and convert emerging business prospects.
- Attend client meetings or meetings with their advisors in Jersey or occasionally abroad.
- Maintain statutory records for entities under administration, ensuring compliance with local legislation.
- Complete all trust control functions, including periodic reviews, accounts, and updating registers within agreed time frames.
- Ensure all client assets are accurately identified, allocated, and controlled by the trust company or delegated representatives.
- Oversee the fair charging of fees to clients and conduct periodic profitability reviews.
- Complete administrative tasks according to relevant compliant policies and procedures.
- STEP/CGI or other relevant qualification.
- Strong written and verbal communication skills.
- Experience in a similar role.
- Excellent organisational and prioritisation abilities.
- Competent IT skills and a solid understanding of general compliance.
- Personal qualities such as integrity, adaptability, assertiveness, discretion, emotional resilience, and a proactive attitude.
This role provides the chance to be part of an evolving team that values input into business processes. You will have access to a competitive salary along with a performance‑driven bonus, a comprehensive flexible benefits package, and numerous training and career development opportunities within a dynamic and rapidly growing environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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