Trust Officer

SUMMARY:
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POSITION INFO:

Our client is seeking a Trust Officer to join their fiduciary services team. This role is ideal for an experienced trust administration professional who is passionate about delivering exceptional client service while managing a portfolio of trust and corporate structures.

This is a permanent, full-time position offering a hybrid working arrangement, with attendance at the office required two days per week and the remaining three days working remotely from home.

The successful candidate will play a key role in the administration of offshore fiduciary structures, ensuring compliance, accuracy, and excellent client outcomes.

Key Responsibilities

• Administer a portfolio of trust and corporate structures.
• Process client requests accurately and within agreed timelines.
• Manage payments and distributions relating to client entities.
• Prepare asset statements and maintain accurate client records.
• Draft minutes, resolutions, and standard trust and company documentation.
• Liaise with accounting, legal, compliance, and other internal teams.
• Maintain compliance, due diligence, and KYC documentation.
• Review client transactions and banking activity to ensure AML compliance.
• Assist with new business onboarding and client file reviews.
• Attend meetings with clients and service providers where required.
• Support and guide junior team members.
• Contribute to ongoing projects and process improvements.
• Ensure accurate time recording and timely collection of fees.

Requirements

• STEP Certificate, Diploma, or part qualification, OR
• ICSA / Chartered Governance qualification, Diploma, or part qualification, OR
• Relevant Law Degree.
• Minimum 3 to 5 years' experience within trust administration, fiduciary services, corporate administration, or a similar environment.
• Strong understanding of trust and corporate structures.
• Knowledge of compliance, KYC, AML, and financial crime regulations.
• Strong administrative and organisational skills.
• Excellent communication and relationship management abilities.
• High attention to detail and strong documentation skills.
• Proficiency in Microsoft Office applications.

What We're Looking For

• A proactive and professional individual who can hit the ground running.
• Someone who enjoys working in a client-focused environment.
• A team player with strong organisational and time management skills.
• A detail-oriented professional who takes pride in maintaining high standards.