Trust Officer
Isle of Man
Permanent
Our client seeks a skilled and motivated Trust Officer to join their established Trust Department.
This is a genuinely exciting opportunity to take on a varied and rewarding role, managing a busy international client portfolio and working alongside a high-calibre team of fiduciary professionals.
Key Responsibilities:
- Build and maintain strong client relationships by acting as a key point of contact, delivering insightful and bespoke solutions tailored to individual client needs.
- Undertake new business administration duties, including client acceptance procedures, compliance requirements, and the preparation and management of trust documentation.
- Liaise with internal stakeholders and work collaboratively across various divisions within the group to support and develop client requirements.
- Maintain and develop strong relationships with banks, legal professionals, and other key third parties to ensure a seamless onboarding experience and effective ongoing administration.
- Assist with the administration of trusts and companies for clients within the team portfolio.
- Communicate with clients and internal departments to support compliance and corporate governance processes.
Key Skills and Experience:
- Previous experience working within trust and corporate services.
- Qualified or part-qualified in STEP, with a good understanding of trust and company administration, including statutory and regulatory matters.
- Excellent written and verbal communication skills.
- A solid understanding of general compliance requirements.
- The ability to demonstrate continued professional development.
- Strong organisational skills with the ability to prioritise tasks and manage your own workload effectively.
- The ability to delegate tasks appropriately to junior members of staff.
- A proactive, positive, and solutions-focused approach to work.
Your specialist: Paige Milestone
Quote job ref: 16897
Hi, I'm your specialist Paige and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.
