Wednesday 30 November 2022
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Senior Trust Officer, Private Wealth

Trust & Company Enquire


Hours:Full Time

Full Description

Do you hold or are willing to study towards STEP or ICSA? Our client is seeking a Senior Trust Officer to support the Private Wealth Corporate Client relationships and manage their day-to-day needs. Key duties:Serve as a primary point of contact and provide a premium service to your clientsUnderstand clients and their businesses and ensure any changes in legislation are adhered toEnsure all work performed is invoiced on time and in line with client contractsSupport relationship managers and the finance function for any outstanding client debtWork to ensure we build and maintain strong relationships with clients and provide assistance, advice and supportEnsure you maintain the appropriate level of technical expertise, qualifications, and experience through CPDIdentify business and sales opportunities to promote the organisation's capabilities to clientsWork closely with compliance and internal audit and ensure processes are compliant If you have good written and verbal communication skills as well as a passion for exceeding client expectations, then why not register to find out more!

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