Trust Officer

Trust Officer

Full-Time 36000 - 60000 £ / year (est.) No home office possible
J

A rare opportunity has arisen with ahighly reputablePrivate Wealth Management firm, which is looking to hire a Trust Officer. The firm has a high-quality Trust department serving UHNW individuals and families, and it continues to grow and expand.This role involves delivering high-quality trust administration services to clients, including performing key executive functions of a Trustee as well as handling estate administration duties.Do you have a strong foundation in trust administration and are now looking to take the next step in your career? If so, this could be an opportunity worth exploring.Key Responsibilities: To deal with all aspects of trust administration to include where appropriate all executive functions of a Trustee. Carry out technical reviews of cases allocated. To deal with all aspects of the administration of Estates to include the implementation of all executive functions of an Executor. To prepare and review trust and executorship accounts to ensure tax requirements of a Trustee and an Executor are compliant and fulfil all legal obligations of a Trustee and Executor. Provide day to day support to colleagues on issues arising on trust administration. Ensuring that all group Compliance and AML standards and policies are met. Provision of cover for colleagues during periods of absence as appropriate. Meeting attendance and minute takingA STEP qualification is highly desirable and candidates with relevant offshore trust experience can also be considered.

J

Contact Detail:

JobFlurry Recruiting Team

J
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>