Tuesday 06 June 2023
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Trust Officer



Hours:Full Time

Full Description

  We have a brilliant opportunity for a Trust Officer, working for a fiduciary services company. In this role, you would manage the provision of an efficient and professional service to a Portfolio of more complex and demanding Companies and Trusts.   Candidates will +/- 5 years experience ideally be STEP qualified or working towards or willing to study for STEP qualification, they will be able to hit the ground running with a little initial guidance after which they would be responsible for their own portfolio of clients.   Responsibilities include: Assist in the management of administrative and clerical duties within a team of Trust and Company Administrators, ensuring that agreed service levels and business standards are met. Accurately record time spent on individual cases ensuring that targets are met when reasonably possible. Maintain close professional relationship with selected clients and intermediaries ensuring that opportunities for business development are identified and communicated to senior staff. Monitor and maintain good business practice and regulatory compliance throughout the Trust Administration team. Review investment and financial reports for approval by the Managers and/or Directors within agreed timescales.     More information about the role is available upon request contact the team today for further details.

For more information please visit https://www.alexanderdaniels.gg/job/trust-officer-32/.

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