Trust Officer

Trident Trust; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Trident Trust is seeking a Trust Officer to join our London office, responsible for overseeing a portfolio of trusts with a focus on administration, compliance, and client service. The role requires acting as a main contact for clients, intermediaries and advisors, and delivering high-quality documentation and service.

Ideal candidates have at least 3 years’ experience in trust or fiduciary services, with solid knowledge of trust law and AML/CFT governance standards.

Qualifications

• GCSE English and Maths at Grade C/4 or above.
• Ideally a minimum of 3 years’ experience in trust or fiduciary services.
• Strong understanding of trust and company law, AML/CFT regulations and governance standards.
• STEP, ICSA, or equivalent professional qualification (or working towards).

Responsibilities

• Administer a portfolio of trusts, including employee ownership trusts and companies.
• Act as a key point of contact for clients, intermediaries, and advisors, delivering exceptional service and building relationships.

Skills

Effective communication

Client service

Attention to detail

Relationship management

Ownership mindset

Initiative

Education

GCSE English & Maths (C/4+ or above)

STEP/ICSA qualification (or working towards)

Job description

Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1,100 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East.

Trident Trust is seeking a Trust Officer to join our London office. The Trust Officer will oversee a portfolio of trust structures, ensuring high standards of administration, compliance, and client service.

Key Responsibilities

• Administer a portfolio of trusts, including employee ownership trusts and companies and deliver trust and fiduciary services to clients.
• Act as a key point of contact for clients, intermediaries, and advisors, delivering exceptional service and building strong relationships.
• Draft trustee resolutions, meeting agendas and minutes, ensuring documentation is accurate, comprehensive and maintained in accordance with internal procedures.
• Prepare loan note payment instructions and other trust-related documentation, ensuring transactions are processed accurately and within agreed timeframes.
• Coordinate distributions, asset transfers, and other trust transactions in line with legal and client instructions.
• Review trust deeds and associated legal documents, identifying key provisions and escalating matters requiring technical or legal consideration.

What We're Looking For

• Effective written and verbal communication skills (English).
• Excellent client service and relationship management skills.
• Strong attention to detail and organisational skills.
• Builds positive and respectful relationships with clients, colleagues and stakeholders.
• Takes ownership of responsibilities, delivering work accurately and meeting commitments.
• Applies initiative to identify solutions, improve processes and enhance client service.

Qualifications & Experience

• Good standard of education, including GCSEs (or equivalent) in English and Mathematics at Grade C/4 or above.
• Ideally a minimum of 3 years’ experience in trust or fiduciary services.
• Strong understanding of trust and company law, AML/CFT regulations and governance standards.
• STEP, ICSA, or equivalent professional qualification (or working towards).

In addition to the above essential duties and responsibilities, this role includes other duties as assigned. The full job description available upon request.