05 Sep 2023

Trust Officer

Ref 35583

Are you an experienced Senior Administrator who has excellent technical and practical trust and company administration experience? A firm of fiduciaries are looking to recruit a Trust Officer to join their team.

Responsibility for the administration of a portfolio of clients, including complex cases, whilst keeping the Manager apprised of ongoing activity, to include:

  • Preparation of statutory records
  • Preparation of payments
  • Bookkeeping of administrative transactions
  • Processing compliance records
  • Assisting with periodic client reviews
  • Filing of client records
  • Client billing

The desirable candidate will be able to recognise problems and areas of difficulty encountered by direct reports, liaising with the team managers to find and implement solutions and will also have demonstrated the ability to be self-directed in the administration of their client portfolio, requiring minimal assistance.

You will also be qualified in STEP, ICSA, ACCA, ACA or a similar professional qualification or alternatively many years of trust and administration and have excellent organisational skills.

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