Senior Trust Officer

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

Job summary

Une opportunité passionnante pour un Senior Trust Officer au sein d'une organisation de renom. Vous serez responsable de la gestion quotidienne d'un portefeuille de trusts, offrant des conseils stratégiques à une clientèle variée tout en garantissant une conformité parfaite aux normes. Si vous avez plus de 4 ans d'expérience dans ce domaine et un sens aiguisé du service client, nous aimerions avoir de vos nouvelles.

Qualifications

• 4+ années d'expérience dans l'administration des trusts au Royaume-Uni.
• Expérience en rapport avec HMRC et le Service d'Enregistrement des Trusts.
• Familiarité avec les exigences du Registre foncier.

Responsibilities

• Gérer l'administration quotidienne d'un portefeuille de trusts et d'entités clients.
• Assurer un service client exceptionnel et maintenir des relations professionnelles solides.
• Collaborer avec des partenaires internes et externes sur des questions liées aux trusts.

Skills

Gestion de portefeuilles de trusts

Service client exceptionnel

Attention aux détails

Responsabilité et autonomie

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.