Senior Trust Officer

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Our client seeks a Senior Trust Officer to join their team.

The Senior Trust Officer will be responsible for the effective delivery and oversight of trust and corporate administration, providing global support to the Private Wealth and Corporate teams. The role will coordinate day-to-day workflows, provide guidance and quality oversight to the Client Administrator, and take ownership of more complex fiduciary, corporate and operational matters. The Senior Trust Officer will help maintain strong operational controls and ensure work is delivered accurately, efficiently and consistently in accordance with applicable regulatory, governance and internal requirements.

• Provide senior-level fiduciary, corporate and operational support across Private Wealth and Corporate structures, working closely with client-facing teams to progress matters.
• Coordinate and oversee the Client Administrator's day-to-day workflow, including allocation, prioritisation, training, guidance and quality review, acting as the first point of escalation for operational matters.
• Prepare and review documentation supporting trust and corporate transactions, including distributions, payments, dividends, banking matters, trigger events, minutes and resolutions, for jurisdictional review and approval.
• Support the ongoing administration and governance of trust and corporate structures, ensuring statutory, governance, client and entity records are complete, accurate and maintained in accordance with applicable requirements.
• Lead the preparation and coordination of pre-review and periodic file reviews, identifying outstanding documentation and requirements and progressing remediation actions to completion.
• Support new business onboarding and entity closures, coordinating client acceptance documentation, KYC and compliance information, checklists and supporting records.
• Oversee the accuracy, completeness and maintenance of client and entity data in NAVOne, identifying and resolving data gaps and inconsistencies.
• Support the Private Wealth team with the preparation and review of FATCA/CRS reporting requirements and associated client and entity information.
• Coordinate regulatory and operational information requirements, including Registered Office Questionnaires, Economic Substance Forms, RTA data and expired or outstanding KYC documentation.
• Maintain electronic client and entity records in accordance with Records Management Policies and Procedures and applicable internal guidance.
• Monitor recurring workflows and operational deadlines.
• Prepare and coordinate correspondence and follow-up activity, including aged debt, billing/finance matters and credit notes where required.
• Contribute to operational projects, process improvements and procedure development, supporting consistent and efficient working practices across Private Wealth and Corporate teams.
• Undertake other senior fiduciary, corporate and operational responsibilities appropriate to the role and the needs of teams across the business.
• Systems and Technology: NAVOne - client and entity data maintenance and oversight. Laserfiche - document scanning, indexing and electronic filing. Microsoft 365 - Outlook, Word, Excel and Teams.

• STEP qualified or part-qualified is advantageous but not essential; an equivalent relevant trust, corporate or financial-services qualification will also be considered.
• Demonstrable commitment to continuing professional development and maintaining current knowledge of trust and corporate administration relevant to support functions.
• Relevant experience in trust, corporate, fiduciary or professional services administration, ideally within a regulated or control-focused environment.
• Strong practical…