Trust Officer

Responsibilities:

• Day to day administration of around 50 trusts and related companies
• Dealing with all distributions, reviewing and approving financial statements and reports, assisting with the compliance under FATCA/CRS, preparing fee proposals
• Communicating directly with clients, lawyers, accountants, investment managers and bankers
• Occasional meetings with third parties
• Report to the Head of Trusts

Experience:

• Minimum 5 years working as a Trust Officer/Administrator
• Excellent oral and communications skills  
• Ability to work independently and as part of a small team
• Proficient computer skills
• Ideally STEP qualified/working towards STEP or equivalent but not essential