Senior Trust Officer

• Provide senior-level fiduciary, corporate and operational support across Private Wealth and Corporate structures, working closely with client-facing teams to progress matters.  
• Coordinate and oversee the Client Administrator's day-to-day workflow, including allocation, prioritisation, training, guidance and quality review, acting as the first point of escalation for operational matters.  
• Prepare and review documentation supporting trust and corporate transactions, including distributions, payments, dividends, banking matters, trigger events, minutes and resolutions, for jurisdictional review and approval.  
• Support the ongoing administration and governance of trust and corporate structures, ensuring statutory, governance, client and entity records are complete, accurate and maintained in accordance with applicable requirements.  
• Lead the preparation and coordination of pre-review and periodic file reviews, identifying outstanding documentation and requirements and progressing remediation actions to completion.  
• Support new business onboarding and entity closures, coordinating client acceptance documentation, KYC and compliance information, checklists and supporting records.  
• Oversee the accuracy, completeness and maintenance of client and entity data in NAVOne, identifying and resolving data gaps and inconsistencies.  
• Support the Private Wealth team with the preparation and review of FATCA/CRS reporting requirements and associated client and entity information.  
• Coordinate regulatory and operational information requirements, including Registered Office Questionnaires, Economic Substance Forms, RTA data and expired or outstanding KYC documentation.  
• Maintain electronic client and entity records in accordance with Records Management Policies and Procedures and applicable internal guidance.  
• Monitor recurring workflows and operational deadlines.  
• Prepare and coordinate correspondence and follow-up activity, including aged debt, billing/finance matters and credit notes where required.  
• Contribute to operational projects, process improvements and procedure development, supporting consistent and efficient working practices across Private Wealth and Corporate teams.  
• Undertake other senior fiduciary, corporate and operational responsibilities appropriate to the role and the needs of teams across the business.  
• Systems and Technology: NAVOne - client and entity data maintenance and oversight. Laserfiche - document scanning, indexing and electronic filing.  Microsoft 365 - Outlook, Word, Excel and Teams.  

• STEP qualified or part-qualified is advantageous but not essential; an equivalent relevant trust, corporate or financial-services qualification will also be considered.
• Demonstrable commitment to continuing professional development and maintaining current knowledge of trust and corporate administration relevant to support functions.
• Relevant experience in trust, corporate, fiduciary or professional services administration, ideally within a regulated or control-focused environment.  
• Strong practical understanding of trust and company administration, including governance, statutory records, transaction support, client and entity data, and compliance-related administration.  
• Experience providing day-to-day guidance, training or oversight to junior administrators, with the confidence to review work, manage priorities and escalate matters appropriately.  
• Strong attention to detail and sound judgement, with the ability to identify gaps, inconsistencies, control issues and matters requiring escalation.  
• Excellent organisational and prioritisation skills, with the ability to coordinate recurring workflows and multiple Private Wealth and Corporate requirements.  
• Clear and professional written and verbal communication skills, with the ability to work effectively.  As this role requires ongoing engagement with global offices; excellent communication skills, both verbal and written are desired.  
• IT literate and comfortable using electronic document-management and client-administration systems; NAVOne and Laserfiche experience is advantageous.  
• Dependable, collaborative and committed to accuracy, confidentiality, data integrity, knowledge sharing and continuous improvement.   

Your specialist: Debbie Amankwa

Quote job ref: 16922

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

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