Our Client is seeking a Trust Officer to join their team

Key Responsibilities:

• Responsibility for the full end-to-end administration of a portfolio of trust and company structures, liaising with clients, advisors and intermediaries
• Provide excellent levels of client service
• Be responsible for the management of your WIP and be responsible for the billing process for your client portfolio
• Attending client meetings with client directors and managers
• Undertake associated risk and compliance management with regard to your portfolio
• Prepare payment instructions, including for online banking systems

Key Requirements:

• 3 + years of experience of proven experience, ideally in Trust and Company, financial services or legal services environment
• Will hold or be studying towards a Table 4 qualification
• Sound working knowledge of the regulatory framework

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com