Trust Officer/Administrator

Do you hold or are you working towards a professional qualification such as ICSA, STEP or similar? Our client is seeking a Trust Officer/Administrator to manage a portfolio of trust and company clients, ensuring efficient administration and regulatory compliance.

Key responsibilities:

• Preparing periodic reports for clients and regulators, ensuring compliance with industry standards
• Supporting client meetings by taking minutes and providing updates on trust and company arrangements
• Managing a portfolio of trust and company clients, overseeing the creation, administration and closure of clients.
• Resolving client issues to ensure high service satisfaction.
• Working with clients, beneficiaries, legal advisors, and stakeholders to deliver customised solutions.

Key criteria:

• A-levels or equivalent required; a degree in law, business, or finance is desirable.
• Ideally, the candidate holds or is pursuing professional qualifications such as ICSA, STEP, or equivalent.
• Administrator: 2–3 years, Officer: 3–5 years of trust and company administration experience, preferably in financial services or fiduciary roles.
• Strong knowledge of local and international trust regulations, with experience in defined contribution pension schemes and working with clients across various industries.

Get in touch today to find out more! team@situations.gg