Senior Trust Officer

• 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

• 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.

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