Senior Trust Officer

Searchandselect; Douglas; Sur place; GBP 65 000 - 90 000; Plein temps

Résumé du poste

Searchandselect is seeking a Senior Trust Officer to deliver and oversee trust and corporate administration for Private Wealth and Corporate teams. The role coordinates day-to-day workflows, provides guidance to the Client Administrator and handles complex fiduciary matters with strong governance controls.

The ideal candidate will lead operational reviews, support onboarding and KYC processes, maintain accurate data across NAVOne and ensure regulatory compliance. Global engagement is required.

Qualifications

• Experience in trust, corporate, fiduciary or professional services administration.
• Strong governance, statutory records and transaction support knowledge.
• Experience mentoring junior administrators and handling escalations.
• Excellent attention to detail and data integrity.
• Effective written and verbal communication for global offices.

Responsabilités

• Provide senior-level fiduciary, corporate and operational support across Private Wealth and Corporate structures.
• Coordinate and oversee the Client Administrator's workflow and quality review.
• Prepare and review documentation for trust and corporate transactions.
• Support governance, records maintenance and regulatory compliance.
• Lead file reviews and remediation actions.
• Onboard new business and manage entity closures, KYC and compliance.
• Maintain NAVOne data and oversee data integrity.
• Coordinate FATCA/CRS reporting and related information.
• Support data requests and regulatory questionnaires.
• Contribute to process improvements and projects.

Connaissances

STEP qualified

Mentoring juniors

Attention to detail

Communication skills

Governance knowledge

Formation

Trust/Corporate/Financial-services qualification

Outils

NAVOne

Laserfiche

Microsoft 365

Description du poste

Quote job ref: 16922

Our client seeks a Senior Trust Officer to join their team.

Role Profile

The Senior Trust Officer will be responsible for the effective delivery and oversight of trust and corporate administration, providing global support to the Private Wealth and Corporate teams. The role will coordinate day-to-day workflows, provide guidance and quality oversight to the Client Administrator, and take ownership of more complex fiduciary, corporate and operational matters. The Senior Trust Officer will help maintain strong operational controls and ensure work is delivered accurately, efficiently and consistently in accordance with applicable regulatory, governance and internal requirements.

Key Responsibilities

• Provide senior-level fiduciary, corporate and operational support across Private Wealth and Corporate structures, working closely with client-facing teams to progress matters.
• Coordinate and oversee the Client Administrator's day-to-day workflow, including allocation, prioritisation, training, guidance and quality review, acting as the first point of escalation for operational matters.
• Prepare and review documentation supporting trust and corporate transactions, including distributions, payments, dividends, banking matters, trigger events, minutes and resolutions, for jurisdictional review and approval.
• Support the ongoing administration and governance of trust and corporate structures, ensuring statutory, governance, client and entity records are complete, accurate and maintained in accordance with applicable requirements.
• Lead the preparation and coordination of pre-review and periodic file reviews, identifying outstanding documentation and requirements and progressing remediation actions to completion.
• Support new business onboarding and entity closures, coordinating client acceptance documentation, KYC and compliance information, checklists and supporting records.
• Oversee the accuracy, completeness and maintenance of client and entity data in NAVOne, identifying and resolving data gaps and inconsistencies.
• Support the Private Wealth team with the preparation and review of FATCA/CRS reporting requirements and associated client and entity information.
• Coordinate regulatory and operational information requirements, including Registered Office Questionnaires, Economic Substance Forms, RTA data and expired or outstanding KYC documentation.
• Maintain electronic client and entity records in accordance with Records Management Policies and Procedures and applicable internal guidance.
• Monitor recurring workflows and operational deadlines.
• Prepare and coordinate correspondence and follow-up activity, including aged debt, billing/finance matters and credit notes where required.
• Contribute to operational projects, process improvements and procedure development, supporting consistent and efficient working practices across Private Wealth and Corporate teams.
• Undertake other senior fiduciary, corporate and operational responsibilities appropriate to the role and the needs of teams across the business.
• Systems and Technology: NAVOne - client and entity data maintenance and oversight. Laserfiche - document scanning, indexing and electronic filing. Microsoft 365 - Outlook, Word, Excel and Teams.

Key Skills and Requirements

• STEP qualified or part-qualified is advantageous but not essential; an equivalent relevant trust, corporate or financial-services qualification will also be considered.
• Demonstrable commitment to continuing professional development and maintaining current knowledge of trust and corporate administration relevant to support functions.
• 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, client and entity data, 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 escalation matters appropriately.
• Strong attention to detail and sound judgement, with the ability to identify gaps, inconsistencies, control issues and matters requiring escalation.
• Excellent organisational and prioritisation skills, with the ability to coordinate recurring workflows and multiple Private Wealth and Corporate requirements.
• Clear and professional written and verbal communication skills, with the ability to work effectively. As this role requires ongoing engagement with global offices; excellent communication skills, both verbal and written are desired.
• IT literate and comfortable using electronic document-management and client-administration systems; NAVOne and Laserfiche experience is advantageous.
• Dependable, collaborative and committed to accuracy, confidentiality, data integrity, knowledge sharing and continuous improvement.