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Trust Officer

Are you a Trust Officer who combines client interaction, problem-solving, and responsibility for high-value structures, and values a collaborative and forward-thinking team?

Join a respected financial services business as a Trust Officer, taking ownership of a varied portfolio while supporting clients, coordinating transactions, and ensuring the smooth running of trust and corporate entities.

Key Responsibilities:

  • Managing trust and corporate structures and delivering excellent client service.
  • Coordinating with professional advisers and financial institutions.
  • Supporting onboarding, due diligence, and compliance activities.
  • Preparing records, filings, and client documentation.
  • Assisting with training, mentoring, and supporting junior colleagues.

Key Requirements:

  • 7+ years' experience in trust.
  • Holding or studying towards a relevant professional qualification.
  • Strong organisational, communication, and problem-solving skills.
  • Able to prioritise and work well under pressure.
  • Anticipating client needs, building strong relationships, and delivering a proactive, high-quality service experience. 

A great opportunity to further your trust career, gaining exposure to complex structures while developing your technical expertise within a supportive and collaborative team!


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