Senior Trust Officer

Our Client has an opening for a Senior Trust Officer to join their Private Client Team.

Responsibilities:

  • To act as an effective member of the fiduciary team, and assist other members of the team to ensure that all business objectives are met promptly, and all operational standards and controls are complied with, to maintain a sustainable fiduciary business.
  • To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly (TCF) where appropriate i.e., when dealing with complaints/queries.
  • To assist in the development of strong working relationships with clients, intermediaries, and internal contacts to maximise client retention.
  • Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team, and the business.
  • Ensure that workload is prioritised efficiently and completed in accordance with established deadlines. Follow up on tasks that have been passed to other team members/intermediaries or on queries raised for allocated work.
  • To support the client-facing team, whether that be in your direct line reporting or across departments.
  • Demonstrate a positive, supportive, and enthusiastic attitude, taking an interest in different roles, and departments to deepen knowledge.
  • Prepare minutes and resolutions as required.

Requirements:

  • Ability to demonstrate good communication and relationship-building skills, in order to seek information, understand others, facilitate teamwork and build confidence.
  • An understanding of the duties and responsibilities of a Fiduciary.
  • Ability to understand trust and company legal documents and accounts.
  • Willingness to undertake professional studies relevant to the role.

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 15 May 2024
Closing Date: 
Tue, 13 Aug 2024
Reference: 
11972

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