Our client, a well-established Trust company is seeking a Senior Trust Officer or Assistant Manager to manage the provision of an efficient and professional service to a Portfolio of more complex and demanding Companies and Trusts.
Key duties:
- Assist in the management of administrative and clerical duties.
- Maintain close professional relationship with selected clients and intermediaries ensuring that opportunities for business development are identified and communicated to senior staff.
- Monitor and maintain good business practice and regulatory compliance throughout the Trust Administration team.
- Review investment and financial reports within agreed timescales.
- Contribute to staff training and development, providing intermediate fiduciary knowledge and coaching to all team members as required.
- Identify and review internal procedures in conjunction with the Managers and promote the internal and external standards demanded of the business.
The desirable candidate will have over 3 - 10 years' trust experience in fiduciary services and be able to oversee the work of a small team of individuals, or a project, and should be qualified or close to completing a professional qualification, (STEP Diploma or other NVQ4 or higher).
