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- Tasks: Manage a portfolio of trusts and provide tailored solutions to clients.
- Company: Dynamic fiduciary firm focused on professional development and client service.
- Benefits: Exposure to high-net-worth clients, career growth, and support for qualifications.
- Why this job: Join a professional environment and enhance your expertise in fiduciary services.
- Qualifications: 3-5 years in fiduciary sector and relevant professional qualification preferred.
- Other info: Mentorship opportunities and a commitment to continued professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Trust Officer to take direct administrative responsibility for a portfolio of trusts, companies, and other wealth structures. This role involves ensuring the delivery of first-class service to clients, intermediaries, and stakeholders while managing risk and supporting junior team members. The successful candidate will work closely with clients, identifying their needs, delivering high-quality service, and seeking opportunities to enhance client relationships.
Job Duties:
- Manage a portfolio of trusts, companies, and other wealth structures, ensuring a high level of client service.
- Interact directly with clients to identify their needs and provide tailored solutions.
- Ensure client commitments are met within agreed deadlines and to a high standard.
- Identify and mitigate risks within the portfolio, escalating where necessary.
- Support and mentor junior team members, assisting with their professional development.
- Maintain compliance with relevant regulatory and legal requirements.
- Identify new business opportunities and contribute to the growth of client relationships.
- Keep up to date with industry trends and issues affecting fiduciary structures.
Job Requirements:
- 3-5 years of relevant experience in the fiduciary sector.
- Strong understanding of the technical principles of fiduciary administration.
- Awareness of current industry issues affecting fiduciary structures and clients.
- Studying towards or holding a relevant professional qualification (such as STEP or ICSA).
- Educated to A-Level standard or equivalent.
- Commitment to maintaining Continued Professional Development (CPD) hours.
- Excellent client service skills with the ability to manage high-net-worth client relationships.
- Strong organisational and time management skills.
What You'll Love:
Our client offers an opportunity to work in a dynamic and professional fiduciary environment, providing exposure to high-net-worth clients and complex wealth structures. The organisation values professional development, supporting employees in obtaining and maintaining relevant qualifications. With a strong emphasis on client service and career growth, this role provides an excellent platform to develop expertise and progress within the fiduciary sector.
Trust Officer employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Officer
✨Tip Number 1
Network like a pro! Reach out to your connections in the fiduciary sector and let them know you're on the hunt for a Trust Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current industry trends and issues affecting fiduciary structures. We want you to impress with your insights and show that you're not just another candidate, but someone who truly understands the field.
✨Tip Number 3
Practice your client service skills! Role-play scenarios where you interact with high-net-worth clients, identifying their needs and providing tailored solutions. This will help you feel more confident when it comes to showcasing your abilities during interviews.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources and expertise to land that Trust Officer position.
We think you need these skills to ace Trust Officer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in fiduciary administration. We want to see how your skills align with the Trust Officer role, so don’t hold back on showcasing your relevant achievements!
Showcase Client Service Skills: Since this role is all about delivering first-class service, be sure to include examples of how you've successfully managed client relationships in the past. We love seeing how you’ve gone above and beyond for clients!
Highlight Your Professional Development: Mention any relevant qualifications or courses you’re pursuing, like STEP or ICSA. We value commitment to ongoing learning, so let us know how you’re keeping up with industry trends and enhancing your skills.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get you started on this exciting journey with us!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Trusts Inside Out
Make sure you have a solid understanding of the different types of trusts and wealth structures. Brush up on the technical principles of fiduciary administration, as this will show your expertise and confidence during the interview.
✨Client-Centric Mindset
Prepare to discuss how you would identify client needs and deliver tailored solutions. Think of examples from your past experience where you provided exceptional service to high-net-worth clients, as this will demonstrate your ability to manage relationships effectively.
✨Risk Management Savvy
Be ready to talk about how you identify and mitigate risks within a portfolio. Share specific instances where you successfully managed risk and escalated issues when necessary, showcasing your proactive approach to problem-solving.
✨Support and Mentor Like a Pro
Highlight your experience in supporting and mentoring junior team members. Prepare examples of how you've contributed to their professional development, as this aligns with the role's requirement to assist others in their growth.
