Trust Officer

A rare opportunity has arisen with a highly reputable Private Wealth Management firm, which is looking to hire a Trust Officer. The firm has a high-quality Trust department serving UHNW individuals and families, and it continues to grow and expand.

This role involves delivering high-quality trust administration services to clients, including performing key executive functions of a Trustee as well as handling estate administration duties.

Do you have a strong foundation in trust administration and are now looking to take the next step in your career? If so, this could be an opportunity worth exploring.

Key Responsibilities:

• To deal with all aspects of trust administration to include where appropriate all executive functions of a Trustee.
• Carry out technical reviews of cases allocated.
• To deal with all aspects of the administration of Estates to include the implementation of all executive functions of an Executor.
• To prepare and review trust and executorship accounts to ensure tax requirements of a Trustee and an Executor are compliant and fulfil all legal obligations of a Trustee and Executor.
• Provide day to day support to colleagues on issues arising on trust administration.
• Ensuring that all group Compliance and AML standards and policies are met.
• Provision of cover for colleagues during periods of absence as appropriate.
• Meeting attendance and minute taking

A STEP qualification is highly desirable and candidates with relevant offshore trust experience can also be considered.