17 Aug 2021

Senior Trust Officer

Ref 33455

A major banking group is seeking a Senior Trust Officer to join their team, to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.

Key duties:

  • Develop working relationships with clients, intermediaries and internal contacts to maximise client retention. 
  • Manage a mixed portfolio of company and trust structures;
  • Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management.
  • Prepare minutes and resolutions as required;
  • Attend client meetings

The desirable candidate will have the following skills and attributes:

  • Good understanding of the relevant laws
  • A minimum of five years relevant trust and company experience
  • Understand the basic features of the different types of investment product
  • Working knowledge of Microsoft packages including Excel, Outlook, and Word
  • Good numeracy skills and ability to understand routine documents
  • Ability to deal with conflicting demands under pressure
  • Ability to demonstrate effective communication skills

 

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