Senior Trust Officer

JR United Kingdom; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading financial services organization is seeking a Senior Trust Officer in London. The role involves managing a defined portfolio of trusts, ensuring compliance with regulations, and delivering superior client service. Candidates should have extensive experience in UK trust administration, particularly in HMRC and TRS reporting, and exhibit strong attention to detail.

Qualifications

• 4+ years of experience in UK trusts and related corporate entities.
• Understanding of HMRC reporting and Trust Registration Service (TRS).
• Familiarity with Land Registry requirements.

Responsibilities

• Manage a defined portfolio of trusts and client entities.
• Deliver exceptional client service and maintain strong relationships.
• Collaborate with colleagues and external partners on trust matters.

Skills

Organizational skills

Client service

Attention to Detail

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.