10 May 2021

Trust Officer

Ref 33593

Our client is looking to recruit an ICSA or STEP qualified (or part qualified) Trust Officer, to undertake a variety of duties within a small trust team managing the administration of their own portfolio of Trusts, Pensions, Aviation, EFRBS and Company structures, for both private and corporate clients.

Main responsibilities:

  • Management and coordination of daily administration of trusts and companies.
  • Periodic file reviews.
  • Client billing and collection.
  • Involvement in the take on of New Business.
  • Maintenance of statutory records.
  • Review of agreements including property contracts and other legal documents.
  • Act as a “B” Authorised Signatory.
  • Management of own portfolio including coordinating mandate specific transactions.

The desirable candidate will have a minimum of 5 years trust administration experience, good experience of reviewing and understanding highly technical documentation and have keen attention to detail and good internal/external communication skills.

 

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