Senior Trust Officer

JR United Kingdom; Exeter; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading organization is seeking a Senior Trust Officer in Exeter to oversee trust and client administration, ensuring compliance and delivering exceptional service. This role requires extensive knowledge of UK trusts and regulations, with responsibilities spanning multiple jurisdictions, fostering relationships with private stakeholders and managing a diverse portfolio.

Qualifications

• 4+ years of experience in administration of UK trusts.
• Hands-on experience with HMRC and TRS reporting.
• Familiarity with Land Registry requirements.

Responsibilities

• Manage the administration of trusts and client entities.
• Deliver exceptional client service and maintain relationships.
• Ensure compliance with regulations and policies.

Skills

Attention to Detail

Client Service

Organizational Skills

Communication

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.