Trust Operations & Client Services Lead

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 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.