Senior Trust Officer

JR United Kingdom; Cheltenham; On-site; GBP 40,000 - 65,000; Full time

Job summary

A prestigious organization based in Cheltenham is seeking a Senior Trust Officer to manage trust administration for a diverse clientele. The role involves ensuring compliance with legal requirements while delivering outstanding client service and maintaining robust stakeholder relationships. Ideal candidates will have extensive experience in UK trusts, with specific expertise in HMRC and TRS reporting, along with strong organizational capabilities.

Qualifications

• 4+ years of experience in UK trusts administration.
• Experience with HMRC and TRS reporting.
• Ability to manage workload in a remote environment.

Responsibilities

• Manage day-to-day administration of trusts and client entities.
• Ensure compliance with regulations and maintain accurate records.
• Serve as the primary contact for clients and stakeholders.

Skills

Client Service

Attention to Detail

Organizational Skills

Time Management

Job description

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Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders?
Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures.
Key Responsibilities:

• Manage the day-to-day administration of a defined portfolio of trusts and client entities.
• Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.
• Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.
• Take ownership of personal workload, demonstrating strong organizational and time-management skills.
• Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.
• Contribute to project-specific teams within Saffery Trust offices in other international locations.
• Maintain accurate records and ensure compliance with relevant regulations and internal policies.

What You Bring:

• 4+ years of experience in the day-to-day administration of UK trusts and related corporate entities
• A proven record of delivering exceptional client service
• HMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).
• TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.
• Land Registry: Familiarity with Land Registry requirements for property held in trusts.
• Attention to Detail: Critical for accuracy in financial and legal administration.
• Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.