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For Companies At a Glance
- Tasks: Administer trusts and estates, ensuring compliance and high-quality service.
- Company: Join a well-established financial services organisation in London.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Make a real impact in trust administration while developing your career.
- Qualifications: 3-5 years in trust administration; STEP qualification preferred.
- Other info: Ideal for those looking to advance in a rewarding financial sector role.
The predicted salary is between 36000 - 60000 £ per year.
Are you a Trust Administration professional that's looking to take the next step in your career? If so, this rare and unique opportunity could be worth exploring. Our client, a well-established financial services organisation, is seeking an Assistant Trust Manager to join their Trust department in London. 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.
As an Assistant Trust Manager, the successful candidate will play a vital role in supporting the trust team and contributing to the consistently high standard of service delivered to clients. The ideal candidate will have a strong foundation in trust administration, typically with three to five years of experience as a Trust Administrator, Trust Officer, or in a similar role. A STEP qualification is highly desirable, although candidates with relevant offshore trust experience will also be considered.
Key Responsibilities- Administering a varied portfolio of trusts and estates in accordance with legal, regulatory, and internal standards
- Performing key executive functions of a Trustee
- Managing all aspects of estate administration from initiation through to distribution
- Coordinating with internal departments and external advisers to ensure accurate and efficient administration
- Maintaining client records and documentation to the highest compliance standards
- Contributing to ongoing service improvements and team development
Trust Officer employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Officer
✨Tip Number 1
Network with professionals in the trust administration field. Attend industry events or join relevant online forums to connect with current Trust Officers or Assistant Trust Managers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest regulations and best practices in trust administration. Staying updated on changes in legislation can demonstrate your commitment to the field and make you a more attractive candidate.
✨Tip Number 3
Consider reaching out to current employees at the organisation you're applying to. A brief chat can give you valuable information about the company culture and expectations, which you can use to tailor your approach during interviews.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by Trust Officers. Think about how you would handle specific challenges in trust administration, as this will showcase your problem-solving skills.
We think you need these skills to ace Trust Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust administration. Focus on relevant roles and responsibilities that align with the job description, particularly your experience as a Trust Administrator or Trust Officer.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for trust administration and your understanding of the role. Mention specific experiences that demonstrate your ability to deliver high-quality services and manage estate administration duties.
Highlight Relevant Qualifications: If you have a STEP qualification or relevant offshore trust experience, make sure to emphasise this in your application. This can set you apart from other candidates and show your commitment to the field.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in trust administration.
How to prepare for a job interview at Victus Search
✨Know Your Trust Administration Basics
Make sure you brush up on your knowledge of trust administration. Be prepared to discuss key concepts, regulations, and best practices that are relevant to the role of a Trust Officer. This will show your potential employer that you have a solid foundation in the field.
✨Highlight Relevant Experience
When discussing your previous roles, focus on your experience as a Trust Administrator or similar positions. Share specific examples of how you've successfully managed trusts and estates, and any challenges you've overcome. This will demonstrate your capability and readiness for the Assistant Trust Manager position.
✨Showcase Your Teamwork Skills
Since the role involves coordinating with internal departments and external advisers, be ready to talk about your teamwork experiences. Provide examples of how you've collaborated with others to achieve common goals, and how you contribute to a positive team environment.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared shows your genuine interest in the role and the company. Ask about the team dynamics, ongoing service improvements, or how they measure success in the Trust department. This not only helps you gather important information but also leaves a good impression.
