Our client, Quayport Trust are seeking an organised, and detail-oriented Senior Trust Officer to join our fiduciary team.
This role involves providing a consistently high-quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals.
Key Responsibilities:
- Effective management of a client portfolio of complex trust and company structures
- Drafting of trust and company minutes and correspondence to clients
- Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals in relation to the effective management and control of a client portfolio
- Administer trusts, estates, guardianships, and related fiduciary accounts in accordance with trust documents, policies, and applicable laws
- Provide high quality service to HNW individuals
- Record information on databases, including electronic filing
Qualifications and Skills:
- Minimum of 5 years’ experience within a Trust role
- Relevant professional qualification (STEP or equivalent)
- Excellent communication skills and the ability to work under own initiative
- Excellent time and organisational skills
- Superb analytical skills
- Confident working with Microsoft Office and database systems
- Familiarity with electronic filing and document management software
Key Attributes:
- Detail-Oriented: Ensures accuracy in documentation and record keeping
- Organised: Manages multiple tasks and deadlines efficiently
- Problem-solving mindset
- Clear and professional written and verbal communication skills
- Professional: Handles confidential matters with discretion and integrity
- Motivated: Keen to develop professionally within the fiduciary sector
Working Arrangements:
- Full-time position but some flexibility available
- Competitive salary and benefits package to commensurate with experience.
For further information about this role please email: [email protected]