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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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