Trust Officer

Searchandselect; Douglas; On-site; GBP 42,000 - 62,000; Full time

Job summary

Searchandselect clients seek a skilled Trust Officer to join their established Trust Department. The role offers the chance to manage an international client portfolio alongside a high-calibre fiduciary team.

Key responsibilities include maintaining client relationships, handling new business administration, and coordinating with banks, legal professionals and internal teams for onboarding and ongoing administration.

Qualifications

• Experience in trust and corporate services.
• Qualified or part-qualified in STEP.
• Excellent written and verbal communication skills.
• Solid understanding of general compliance requirements.
• Commitment to continued professional development.
• Strong organisational skills and ability to prioritise workload.
• Ability to delegate tasks to junior staff.
• Proactive, positive and solutions-focused approach.

Responsibilities

• Build and maintain strong client relationships as a key contact, delivering bespoke solutions.
• Undertake new business administration: client acceptance, compliance, and trust documentation management.
• Collaborate across divisions to support and develop client requirements.
• Maintain relationships with banks, legal professionals and third parties for onboarding and ongoing administration.
• Assist with administration of trusts and companies for clients within the team portfolio.
• Communicate with clients and internal departments to support governance processes.

Skills

Trust & corporate services

STEP qualification

Communication skills

Compliance knowledge

Professional development

Organisational skills

Team delegation

Solutions-focused mindset

Job description

Our client seeks a skilled and motivated Trust Officer to join their established Trust Department.

This is a genuinely exciting opportunity to take on a varied and rewarding role, managing a busy international client portfolio and working alongside a high-calibre team of fiduciary professionals.

Key Responsibilities:

• Build and maintain strong client relationships by acting as a key point of contact, delivering insightful and bespoke solutions tailored to individual client needs.
• Undertake new business administration duties, including client acceptance procedures, compliance requirements, and the preparation and management of trust documentation.
• Liaise with internal stakeholders and work collaboratively across various divisions within the group to support and develop client requirements.
• Maintain and develop strong relationships with banks, legal professionals, and other key third parties to ensure a seamless onboarding experience and effective ongoing administration.
• Assist with the administration of trusts and companies for clients within the team portfolio.
• Communicate with clients and internal departments to support compliance and corporate governance processes.

Key Skills and Experience:

• Previous experience working within trust and corporate services.
• Qualified or part-qualified in STEP, with a good understanding of trust and company administration, including statutory and regulatory matters.
• Excellent written and verbal communication skills.
• A solid understanding of general compliance requirements.
• The ability to demonstrate continued professional development.
• Strong organisational skills with the ability to prioritise tasks and manage your own workload effectively.
• The ability to delegate tasks appropriately to junior members of staff.
• A proactive, positive, and solutions-focused approach to work.

Quote job ref: 16897

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