Senior Trust Officer

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

Job summary

A leading organization in financial services seeks a Senior Trust Officer to manage a portfolio of trusts, ensuring exceptional client service and compliance with UK regulations. The role demands strong organizational skills, autonomy in workload management, and extensive experience in trust administration.

Qualifications

• 4+ years of experience in UK trusts administration.
• Proven record of delivering exceptional client service.
• Understanding of HMRC and TRS Reporting.

Responsibilities

• Manage day-to-day administration of trusts and client entities.
• Serve as primary contact for clients and trust stakeholders.
• Ensure compliance with regulations and internal policies.

Skills

Client Service

Organizational Skills

Attention to Detail

Communication

Tools

HMRC Reporting

TRS Reporting

Land Registry

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.