Senior Trust Officer / Assistant Trust Manager

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment consultancy in Scotland is seeking a Senior Trust Officer/Assistant Trust Manager to join a prestigious Family Office team. This role involves managing trust portfolios, delivering exceptional client service, and supporting less experienced team members. Candidates should show strong organizational skills and a proactive attitude. The position offers opportunities for career advancement within a supportive environment. Interested applicants should submit their CV via the provided contact methods.

Qualifications

• Strong experience in trust and fiduciary administration.
• Ability to manage a portfolio independently.
• Sound technical knowledge relevant to trust administration.

Responsibilities

• Manage the day-to-day administration of trust portfolios.
• Deliver high standards of client service.
• Act as a key point of contact for clients and advisers.
• Prepare and review documentation and correspondence.
• Ensure compliance with trust deeds and regulations.

Skills

Trust and fiduciary administration

Client communication

Organizational skills

Team management

Client service delivery

Job description

Senior Trust Officer/Assistant Trust Manager

Job Ref: LF40752

An excellent opportunity to join a highly regarded Family Office team, delivering high-quality trust and fiduciary services to a defined portfolio of private clients! The role offers scope to operate at Senior Officer level or progress into an Assistant Trust Manager position, depending on experience.

Location

Duties for this role include, but are not limited to:

• Managing the day-to-day administration of a portfolio of trust and fiduciary structures.
• Delivering a consistently high standard of client service across all aspects of trust administration.
• Acting as a key point of contact for clients and professional advisers.
• Preparing and reviewing trust documentation, resolutions and correspondence.
• Ensuring structures are administered in line with trust deeds, policies, procedures and regulatory requirements.
• Supporting the Manager with the organisation and prioritisation of daily workloads.
• Providing guidance and support to less experienced team members.
• Assisting with or overseeing the preparation of client reviews and reporting.
• At Assistant Trust Manager level, managing staff performance and development.
• Deputising for the Manager in departmental matters as required.

Skills / Qualifications

The ideal candidate will have strong experience within trust and fiduciary administration, with the ability to manage a portfolio independently and deliver excellent client service. They will demonstrate sound technical knowledge, strong organisational skills and the confidence to liaise effectively with clients and advisers. Candidates operating at Assistant Trust Manager level will also have experience supporting or managing team members and contributing to workload planning. A proactive attitude, strong communication skills and a genuine interest in building a long‑term career within a Family Office environment are essential.

For a full job description or further information on this role please call 711188 , or email [e-mail].

If you wish to apply for this role, please submit your CV via the Apply Now button below.