Trust Professional

Do you desire a varied workload? If so, we may have the perfect role for you! 

A large independent provider of fiduciary services is looking for a proactive trust professional working at a Senior Administrator, or Senior Officer level, who is focused on excellent client service to work to join their team administering complex structures and non-standard assets, across multiple jurisdictions.  

Key Duties:

• Producing a set of accounts.
• Administering the day-to-day bookkeeping.
• Maintaining Statutory records, and resolutions.
• Providing client documentation for review.
• Corresponding with clients 
• Liaising with brokers regarding transactions.
• Updating database with client information.

Additional Key Duties for Senior Officer:

• Act as a 'C' signatory.
• Reviewing workloads.
• Assisting with the production of accounts.
• Motivating, delegating, and overseeing the team.

The role holder will be qualified, or working towards a CGI or a STEP certificate, be proficient in Microsoft applications, and have excellent communication skills. If you can meet targets, and deadlines, and work well in a team, then register today for more details on this opportunity!