Trust Officer

Bullfinch Recruitment; Douglas; On-site; GBP 38,000 - 54,000; Full time

Job summary

Bullfinch Recruitment's client, a leading international provider of corporate, trust, tax, accounting and fund administration services, seeks a Trust Officer in Douglas. You will support a busy trust department servicing an international client portfolio, handling administration, onboarding, compliance and payment processing.

Based in central Douglas, the role offers exposure to all areas of trust and corporate services and the chance to develop with experts across the business.

Qualifications

• Experience in trust and corporate services administration.
• STEP qualification or part-qualification preferred.
• Strong organizational skills and workload management.
• Excellent written and verbal communication.
• Ability to delegate to junior team members.
• Commitment to ongoing professional development.

Responsibilities

• Build and maintain strong client relationships as a key point of contact, providing tailored administrative solutions.
• Handle new business onboarding duties, including client acceptance, compliance requirements, and trust documentation.
• Liaise with internal stakeholders and cross-functional teams to support overall client requirements.
• Develop and maintain relationships with banks, legal professionals, and third parties to ensure smooth client onboarding and ongoing administration.
• Assist in the day-to-day administration of trust and corporate structures within the team portfolio.
• Coordinate with clients and internal teams to support compliance and corporate governance processes.

Skills

Administrative experience

Organizational skills

Written and verbal communication

Compliance foundation

Job description

As a Trust Officer, you will work within a busy Trust Department servicing an international client portfolio. You will collaborate closely with the wider team to provide high-quality support through general trust and company administration, payment processing, and compliance-related duties.

This role offers exposure to all areas of trust and corporate services, alongside the opportunity to work alongside experts across the wider business to deliver integrated client solutions.

Key Responsibilities

• Build and maintain strong client relationships as a key point of contact, providing tailored administrative solutions.
• Handle new business onboarding duties, including client acceptance, compliance requirements, and trust documentation.
• Liaise with internal stakeholders and cross-functional teams to support overall client requirements.
• Develop and maintain relationships with banks, legal professionals, and third parties to ensure smooth client onboarding and ongoing administration.
• Assist in the day-to-day administration of trust and corporate structures within the team portfolio.
• Coordinate with clients and internal teams to support compliance and corporate governance processes.

Key Requirements

• Previous administrative experience within trust and corporate services.
• STEP qualified or part-qualified with a solid understanding of trust and company administration, statutory, and regulatory matters.
• Strong organizational skills with the ability to prioritize tasks and manage your own workload effectively.
• Excellent written and verbal communication skills with a good foundation in general compliance.
• Ability to delegate tasks appropriately to junior team members when required.
• Commitment to ongoing professional development.

About Our Client

Our client is a leading international provider of corporate, trust, tax, accounting, and fund administration services. Known for delivering high-quality, bespoke solutions to a global client base, they offer an authentic and supportive work environment focused on career progression, wellbeing, and professional training. Based in modern offices in central Douglas, they foster a collaborative team culture with active employee wellbeing initiatives and regular social events.