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Senior Trust Officer

Our medium-sized trust client is looking for a hands-on generalist with solid and demonstrable trust experience.   At least five years’ experience would be necessary to fill the requirements of this role and there are opportunities for development with training … Continue reading

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REF: 2120

~ Trust Administrator

Had a couple of years within Trusts and looking to move to a really supportive company?

Worthwhile considering this role :

Responsible for the day to day running of own portfolio of clients  the role will include:-

  • Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times.
  • Entity reviews – carrying out an annual review of all entities within your own portfolio.
  • Liaison with  respective departments regarding accounting and taxation issues.
  • Liaison with clients and intermediaries both by telephone and in writing.

Requirements:

  • Educated to ‘A’ Level standard, or equivalent.
  • Minimum of 2 years’ relevant experience together with the previous management of a portfolio of clients.

 

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