15 Oct 2020

Trust Officer

Ref 33234

A privately owned Trust company is seeking an experienced Trust Officer to join their small team in their new premises. 

Key duties:

  • Administering a portfolio of trusts and companies
  • Client take on due diligence including KYC collation etc.
  • Liaising directly with clients and beneficiaries
  • Liaising with intermediaries, bankers, investment houses
  • Assisting with client reviews
  • Preparation of minutes, written resolutions and other statutory documentation
  • Making payments
  • Setting up and maintaining client databases
  • Keeping up to date with relevant anti-money laundering legislation and other regulatory requirements. 

The desirable candidate will several years trust experience at Officer level and be part or fully STEP qualified.

 

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