Trust Officer / Senior Trust Officer

Our client, an international trust firm, is looking for a Trust Professional to join their growing UK team. This role is responsible for the day-to-day administration and client service for a portfolio of trusts and entities, acting as the primary contact for clients and stakeholders. It also involves supporting both UK and international teams on various projects. Reporting to a UK fiduciary director, this position is part of a newly established team focused on both domestic and international fiduciary matters.

Key Responsibilities

• Administer a portfolio of trusts and entities, ensuring excellent client service.
• Ensure compliance with statutory reporting (e.g., Trust Registration Service, Companies House).
• Maintain accurate bookkeeping and assist with financial reporting and account reviews.
• Monitor and manage client bank accounts, ensuring compliance with internal policies.
• Communicate effectively with stakeholders, clients, and directors to fulfil instructions.
• Support trust formations, legal entity incorporations, and investment oversight.
• Track and meet tax-related deadlines and financial targets.
• Prepare client fee invoices and monitor work progress through project tracking.

About You

• Strong knowledge of trusts, fiduciary obligations, governance, and corporate secretarial duties.
• Understanding of UK tax obligations and willingness to develop tax expertise.
• STEP Diploma or equivalent (or working towards it), potentially with an accounting qualification.
• Excellent communication skills with clients, stakeholders, and professionals.
• Proactive, detail-oriented, and able to meet deadlines with minimal supervision.
• Strong problem-solving skills with an ability to assess risks and impacts of actions.
• Leads by example with a positive and committed approach.