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For Companies At a Glance
- Tasks: Manage a portfolio of trusts, ensuring top-notch client service and compliance.
- Company: Join an international trust firm with a growing UK team focused on fiduciary matters.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a newly established team making a real impact in the fiduciary sector.
- Qualifications: Strong knowledge of trusts and governance; STEP Diploma or equivalent preferred.
- Other info: Ideal for proactive individuals eager to develop their expertise in a supportive setting.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an international trust firm, is looking for a Trust Professional to join their growing UK team. This role is responsible for the day-to-day administration and client service for a portfolio of trusts and entities, acting as the primary contact for clients and stakeholders. It also involves supporting both UK and international teams on various projects. Reporting to a UK fiduciary director, this position is part of a newly established team focused on both domestic and international fiduciary matters.
Key Responsibilities
- Administer a portfolio of trusts and entities, ensuring excellent client service.
- Ensure compliance with statutory reporting (e.g., Trust Registration Service, Companies House).
- Maintain accurate bookkeeping and assist with financial reporting and account reviews.
- Monitor and manage client bank accounts, ensuring compliance with internal policies.
- Communicate effectively with stakeholders, clients, and directors to fulfil instructions.
- Support trust formations, legal entity incorporations, and investment oversight.
- Track and meet tax-related deadlines and financial targets.
- Prepare client fee invoices and monitor work progress through project tracking.
About You
- Strong knowledge of trusts, fiduciary obligations, governance, and corporate secretarial duties.
- Understanding of UK tax obligations and willingness to develop tax expertise.
- STEP Diploma or equivalent (or working towards it), potentially with an accounting qualification.
- Excellent communication skills with clients, stakeholders, and professionals.
- Proactive, detail-oriented, and able to meet deadlines with minimal supervision.
- Strong problem-solving skills with an ability to assess risks and impacts of actions.
- Leads by example with a positive and committed approach.
Trust Officer / Senior Trust Officer employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Officer / Senior Trust Officer
✨Tip Number 1
Network with professionals in the trust and fiduciary sector. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trust administration and UK tax obligations. Being knowledgeable about current issues will not only boost your confidence but also impress interviewers with your commitment to staying informed.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your problem-solving skills and ability to manage client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses during interviews.
✨Tip Number 4
Research the company thoroughly, including their values, mission, and recent projects. Tailoring your conversation to align with their goals can show your genuine interest and help you stand out as a candidate.
We think you need these skills to ace Trust Officer / Senior Trust Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust administration and client service. Emphasise your knowledge of fiduciary obligations and any qualifications like the STEP Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your problem-solving skills and ability to manage client relationships effectively.
Highlight Compliance Knowledge: In your application, emphasise your familiarity with statutory reporting and UK tax obligations. This will show that you understand the regulatory environment in which the firm operates.
Showcase Communication Skills: Provide examples in your application that illustrate your excellent communication skills. Mention instances where you've successfully interacted with clients or stakeholders to fulfil their needs.
How to prepare for a job interview at Victus Search
✨Showcase Your Knowledge of Trusts
Make sure to brush up on your understanding of trusts and fiduciary obligations. Be prepared to discuss specific examples from your experience that demonstrate your expertise in managing trusts and compliance with statutory reporting.
✨Demonstrate Strong Communication Skills
As a Trust Officer, effective communication is key. Practice articulating your thoughts clearly and confidently. Think about how you can convey complex information simply, as you'll need to communicate with clients and stakeholders regularly.
✨Highlight Your Problem-Solving Abilities
Prepare to discuss scenarios where you've successfully navigated challenges or risks in your previous roles. Employers will be looking for evidence of your proactive approach and ability to assess impacts effectively.
✨Familiarise Yourself with Tax Obligations
Since the role involves understanding UK tax obligations, it’s beneficial to review relevant tax laws and regulations. Showing a willingness to develop your tax expertise can set you apart from other candidates.
