Senior Trust Officer

Bullfinch Recruitment; Douglas; On-site; GBP 65,000 - 90,000; Full time

Job summary

Bullfinch Recruitment is seeking a Senior Trust Officer for a Douglas, Isle of Man-based role delivering and overseeing trust and corporate administration across multiple jurisdictions. You will support Private Wealth and Corporate teams with complex fiduciary matters.

You will coordinate workflows, guide Client Administrators, and ensure compliance, governance and quality control are maintained across operations.

Qualifications

• Experience in trust, corporate or professional services administration.
• Strong understanding of governance, statutory records and compliance.
• Ability to oversee juniors and review work with strong judgement.

Responsibilities

• Provide fiduciary, corporate and operational support to Private Wealth and Corporate teams.
• Coordinate day-to-day workflow and quality reviews of Client Administrators.
• Prepare and review documentation for trust and corporate transactions.
• Maintain accurate client and entity records and governance documents.
• Support onboarding and regulatory information gathering (KYC, FATCA/CRS).
• Contribute to process improvements and ensure adherence to regulatory requirements.

Skills

Fiduciary administration

Governance & compliance

Team guidance

Attention to detail

Stakeholder communication

Education

STEP qualified or equivalent

Tools

Microsoft 365

Client administration systems

Electronic document management

Job description

Senior Trust Officer

The Role

The Senior Trust Officer will be responsible for the effective delivery and oversight of trust and corporate administration, providing support to Private Wealth and Corporate teams across multiple jurisdictions.

The role will coordinate day-to-day workflows, provide guidance and quality oversight to Client Administrators, and take ownership of more complex fiduciary, corporate and operational matters. The successful candidate will help maintain strong operational controls and ensure work is delivered accurately, efficiently and consistently in line with applicable regulatory, governance and internal requirements.

Due to the international nature of the role, working hours will be 11:00am-8:00pm to support business operations and collaboration with colleagues across different jurisdictions.

Key Responsibilities

• Provide senior-level fiduciary, corporate and operational support across Private Wealth and Corporate structures, working closely with client-facing teams.
• Coordinate and oversee the day-to-day workflow of Client Administrators, including task allocation, prioritisation, training, guidance and quality reviews.
• Prepare and review documentation supporting trust and corporate transactions, including distributions, payments, dividends, banking matters, minutes and resolutions.
• Support the ongoing administration and governance of trust and corporate structures, ensuring statutory records, governance documents and client and entity information are accurate and up to date.
• Coordinate periodic file reviews, identify outstanding documentation and requirements, and ensure remediation actions are completed.
• Support new business onboarding and entity closures, coordinating client acceptance documentation, KYC and compliance information, and supporting records.
• Oversee the accuracy and maintenance of client and entity data within administration systems, identifying and resolving gaps or inconsistencies.
• Support the preparation and review of FATCA/CRS reporting requirements and associated client and entity information.
• Coordinate regulatory and operational information requirements, including questionnaires, economic substance documentation, regulatory data and outstanding KYC records.
• Maintain electronic client and entity records in accordance with internal records management policies and procedures.
• Monitor recurring workflows, operational deadlines and outstanding actions.
• Coordinate correspondence and follow-up activities relating to aged debt, billing, finance matters and credit notes where required.
• Contribute to operational projects, process improvements and procedure development to promote consistent and efficient working practices.
• Undertake other senior fiduciary, corporate and operational responsibilities appropriate to the role.

Systems and Technology

Experience with the following systems would be advantageous:

• Client and entity administration systems.
• Electronic document management and filing platforms.
• Microsoft 365, including Outlook, Word, Excel and Teams.

About You

Skills and Experience

• Relevant experience in trust, corporate, fiduciary or professional services administration, ideally within a regulated or control-focused environment.
• Strong practical understanding of trust and company administration, including governance, statutory records, transaction support and compliance-related administration.
• Experience providing day-to-day guidance, training or oversight to junior administrators, with the confidence to review work, manage priorities and elevate matters appropriately.
• Excellent attention to detail and sound judgement, with the ability to identify gaps, inconsistencies and potential control issues.
• Strong organisational and prioritisation skills, with the ability to coordinate recurring workflows and manage competing requirements.
• Clear and professional written and verbal communication skills, with the ability to work effectively with colleagues across international offices.
• Good IT skills and confidence using electronic document management and client administration systems.
• A dependable and collaborative approach, with a commitment to accuracy, confidentiality, data integrity, knowledge sharing and continuous improvement.

Qualifications and Development

• STEP qualified or part-qualified is advantageous but not essential. Equivalent relevant trust, corporate or financial services qualifications will also be considered.
• A demonstrable commitment to continuing professional development and maintaining up-to-date knowledge of trust and corporate administration.

About the Company

Our client is an established international provider of corporate, fund and private wealth services, supporting a diverse range of clients and industries worldwide.

The business places strong emphasis on professional service delivery, effective governance, long-term client relationships and continuous improvement.

The Location

The role is based in Douglas, Isle of Man, offering convenient access to the town centre, local amenities, shops and restaurants.

The business also places importance on employee wellbeing, community involvement and creating a positive working environment.