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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 their career in a dynamic setting.
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 legal changes will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar organisations for informational interviews. This can give you a better understanding of the company culture and expectations, which can be beneficial when preparing for your interview.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your skills in trust administration and client management. Being able to discuss real-life scenarios will help you stand out during the interview process.
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 estates effectively.
Highlight Relevant Qualifications: If you have a STEP qualification or relevant offshore trust experience, be sure to mention this prominently 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 spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in trust administration.
How to prepare for a job interview at Victus Search
✨Showcase Your Trust Administration Experience
Make sure to highlight your relevant experience in trust administration during the interview. Discuss specific examples of how you've managed trusts and estates, as well as any key executive functions you've performed as a Trustee.
✨Demonstrate Knowledge of Compliance Standards
Since maintaining compliance is crucial in this role, be prepared to discuss your understanding of legal and regulatory standards in trust administration. Mention any specific regulations you’ve worked with and how you ensured adherence in your previous roles.
✨Emphasise Team Collaboration Skills
This position requires coordination with various internal departments and external advisers. Share examples of how you've successfully collaborated with others in past roles, highlighting your communication skills and ability to work as part of a team.
✨Prepare Questions About Service Improvements
Show your interest in contributing to ongoing service improvements by preparing thoughtful questions about the company's current practices. This demonstrates your proactive mindset and commitment to enhancing client service quality.
