31 Mar 2023

Trust Officer

Ref 33515

Are you self-motivated and conscientious? A financial services business is seeking a Trust Officer who will report directly to the Senior Trust Officer, to provide a high-quality service to their clients within the fiduciary team. This role touches on all elements of finance including banking, fiduciary, custody, and funds.

The role is primarily fiduciary focused, and candidates are expected to have a knowledge of fiduciary duties and applicable laws, estate planning techniques, financial planning, asset management and prudent investment principles. The candidate will also be required to act as signatory, and alongside the Senior Manager, oversee and mentor the more junior members of staff.

Applicants must have excellent organisational skills and in prioritising competing demands. You will already be qualified, working towards, or keen to start a professional ICSA or STEP qualification.

Contact our team to find out more!


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