Our client is looking to recruit a Senior Trust Officer to join their team, to assist in the maintenance of clients’ records including drafting minutes and correspondence, maintaining client due diligence and keeping all bank accounts reconciled and record all transactions.
The role holder will, over time, be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely.
The desirable candidate will be part qualified or willing to undertake study for a professional qualification such as STEP, ICSA ACCA or ACA, have the ability to handle telephone callers with confidence. They must also have excellent time and organisational skills and have the ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system.
They will also have previous experience within a Trust administration role, however this is not essential as training will be proved.