Trust Officer

A privately owned fiduciary company is seeking a highly motivated and confident communicator to join their team as a Trust Officer. This role involves managing the administration of a defined portfolio of clients with minimal supervision while also guiding and training junior staff as needed.

 Key duties:

• Administering a portfolio of trusts and companies
• Establishing new trusts and handling related documentation
• Processing investment transactions, settlements, and payments
• Maintaining statutory records and ensuring compliance
• Bookkeeping 
• Acting as a responsible ‘B’ signatory
• Mentoring, training, and supervising junior team members

The ideal candidate will have at least four years of experience in trust administration and hold a relevant qualification such as ICSA, STEP, CAT, or equivalent. Proficiency in Microsoft Office applications is essential.

If you’re looking for a dynamic and rewarding role, apply today!