19 Nov 2019

Senior Trust Officer

Ref 30831

A well-established trust company is looking for a Senior Trust Officer to join their team.

Key duties:

  • Maintaining and administering a portfolio of high net worth clients, working within a team of administrators
  • Being the first point of contact for those clients and maintaining pro-active communication with the portfolio of clients by telephone, writing or face to face
  • Ensuring records, both manual and electronic, for all trusts and companies within the portfolio are maintained accurately 
  • Liaising with intermediaries as appropriate including lawyers, accountants, tax advisors and international banks in relation to trust or company activities
  • Making payments by both manual and electronic methods
  • Liaising with investment managers in respect of the provision of investment advisory services
  • Dealing with statutory requirements for corporate clients including Annual General Meetings and maintenance of Corporate Registers. 

The desirable candidate will hold a DOFA/ STEP / ICSA and/or be working towards an alternative relevant qualification and have a minimum of 7 years experience, a strong knowledge of all aspects of Trust and Company Administration (complex portfolio of high net worth companies and trusts, complex contracts and agreements) and have  confident communication skills. 

 

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