Senior Trust Officer

Isle of Man
Our client seeks a Senior Trust Officer to join their team.
Role Profile: To provide and maintain a superior level  of effective trust administration and service to advisers, settlors and beneficiaries of trusts and to lead a small team of trust officers administering trusts for internal trust companies. To be able to act as an effective deputy for the Trust Company Manager.
Key Responsibilities:
  • High calibre of Written and Verbal communication internally/externally
  • Proficient in dealing with advisers, clients and all other parties associated with the trust or the underlying bond via telephone, letters and email.  
  • Second checking/authorisation for other team members when required
  • Distributing emails/post and allocating work across the team as required
  • Deal with complex queries seeking additional technical guidance as necessary and act as a point of referral for junior officers.
  • Adhering to all regulatory legislation and guidance and ensuring AML/CFT and all other compliance requirements are met
  • Working as part of a team and acting as a role model to lead the UITS team of trust officers
  • Working to, and meeting deadlines
  • Ability to vet new trust business applications
  • Ability to process annual reviews (and all associated tasks) and highlight issues, and process any amendments to trust or client information
  • Ability to vet and process investment switch requests
  • Ability to vet and process requests for distributions to beneficiaries, assignments and payment requests
  • Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively
  • Make and document recommendations for Trust Forum's consideration when required and serve as a member of the Trust Forum.
  • Ability to liaise with Technical areas in relation to more complex issues together with skills to update process notes accordingly
  • Service standards are met
  • Achievement of objectives set at Team and individual level.
  • Satisfactory Audit and Business Risk review results
  • Procedural documentation kept up to date and accurate at all times
  • Quality of work produced is of a high standard of and that the relevant processes are followed
  • Other team members are trained to an acceptable level
Key Skills and Qualifications:
  • Minimum of 5 years' experience in Financial Services
  • Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook)
  • Ability to draft/compose high standard of ad hoc  letters/faxes
  • Considerable experience within a customer facing administration role
  • Excellent planning and organisational skills
  • Ability to work within a team or on own initiative
  • Can maintain a high level of accuracy and still work within agreed service standards
  • Ability to work under pressure
  • Excellent communication skills (written & verbal)
  • Good team player
  • Desirable to have at least one year's experience within a Life Company or Trustee Services Provider
  • Desirable to be proactive and keen to expand knowledge and take on new tasks
  • Desirable to have positive can-do attitude
  • Desirable to have ability to achieve tight deadlines
  • Desirable to be flexible/adaptable to changing priorities
  • Desirable to have considerable experience of working within a team environment
Your specialist: Debbie Amankwa
Quote job ref: 13520

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.