Our client, FNBIT are looking for a Trust Officer to manage the provision of an efficient and professional service to a Portfolio of Companies and Trusts.
Key Responsibilities
- Assist in the management of administrative and clerical duties within a team of Trust and Company Administrators, ensuring that agreed service levels and business standards are met.
- Accurately record time spent on individual cases ensuring that targets are met when reasonably possible.
- Processing of distrubtions, payments and asset transfers.
- Maintain close professional relationship with selected clients and intermediaries ensuring that opportunities for business development are identified and communicated to senior staff.
- Monitor and maintain good business practice and regulatory compliance throughout the Trust Administration team.
- Review investment and financial reports for approval by the Managers and/or Directors within agreed timescales.
- Identify and review internal procedures in conjunction with the Managers, and promoting the internal and external standards demanded of the business.
- Ensure proper governance and internal controls.
- Any other role or duty appropriate to the nature and level of responsibility of the role.
- Adhering to best practice
- Maintain confidentiality and etical conduct
- Undertake at least 20 hours Continuing Professional Development activity per annum and maintain evidence thereof.
The ideal candidate should have a good and continually developing knowledge of the fiduciary services offered by the Company. They should be qualified or close to completing a professional qualification (e.g. STEP Diploma or other NVQ4 or higher) and have at least five years’ experience in fiduciary services. They should be self-motivated and committed to business excellence.
Skills & Knowledge
- Comprehensive knowledge of fiduciary services practice
- Professional administration and management of client relationships
- Strength in written and spoken communication
- Willingness and ability to supervise staff and assist with their development
- Undertaking professional qualifications
FNBIT are advertising this position as a full-time role.
For applications or further information please email: [email protected].