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For Companies At a Glance
- Tasks: Manage trusts and client entities while delivering top-notch client service.
- Company: Join a leading organisation supporting diverse private stakeholders in financial services.
- Benefits: Enjoy flexible working options and a collaborative, international team environment.
- Why this job: Be part of a dynamic role that combines finance with meaningful client relationships.
- Qualifications: 4+ years in UK trust administration and strong client service skills required.
- Other info: Opportunity to work remotely and engage with international teams on exciting projects.
The predicted salary is between 43200 - 72000 £ per year.
Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders? Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures.
Key Responsibilities:
- Manage the day-to-day administration of a defined portfolio of trusts and client entities.
- Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.
- Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.
- Take ownership of personal workload, demonstrating strong organizational and time-management skills.
- Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.
- Contribute to project-specific teams within Saffery Trust offices in other international locations.
- Maintain accurate records and ensure compliance with relevant regulations and internal policies.
What You Bring:
- 4+ years of experience in the day-to-day administration of UK trusts and related corporate entities.
- A proven record of delivering exceptional client service.
- HMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).
- TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.
- Land Registry: Familiarity with Land Registry requirements for property held in trusts.
- Attention to Detail: Critical for accuracy in financial and legal administration.
- Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.
Senior Trust Officer employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Officer
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance requirements related to UK trusts. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly changing financial landscape.
✨Tip Number 2
Network with professionals in the trust administration field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered exceptional client service in your previous roles. Highlighting your ability to manage relationships effectively will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational and time-management skills by discussing any tools or methods you use to manage your workload. Being able to articulate your approach to handling multiple tasks will resonate well with potential employers.
We think you need these skills to ace Senior Trust Officer
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior Trust Officer. Familiarise yourself with trust administration, client service expectations, and compliance requirements to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 4+ years of experience in UK trusts and corporate entities. Provide specific examples of how you've delivered exceptional client service and managed complex portfolios.
Showcase Compliance Knowledge: Demonstrate your understanding of HMRC Reporting and TRS Reporting in your application. Mention any direct experience you have with these areas, as they are crucial for the role.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the key responsibilities and skills mentioned in the job description. Use this opportunity to explain how your attention to detail and organisational skills will benefit the company.
How to prepare for a job interview at Broadgate
✨Showcase Your Expertise
Make sure to highlight your experience in managing UK trusts and corporate entities. Be prepared to discuss specific examples of how you've navigated complex financial situations and delivered exceptional client service.
✨Demonstrate Strong Communication Skills
As a Senior Trust Officer, you'll be the primary point of contact for clients and stakeholders. Practice articulating your thoughts clearly and concisely, and be ready to explain how you maintain effective communication across diverse groups.
✨Emphasise Attention to Detail
Given the critical nature of accuracy in financial and legal administration, prepare to discuss how you ensure precision in your work. Bring examples of how your attention to detail has positively impacted your previous roles.
✨Prepare for Compliance Questions
Since compliance is key in this role, brush up on HMRC and TRS reporting requirements. Be ready to answer questions about your hands-on experience with these processes and how you ensure adherence to regulations.
