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Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders?
Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures.
Key Responsibilities:
- Manage the day-to-day administration of a defined portfolio of trusts and client entities.
- Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.
- Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.
- Take ownership of personal workload, demonstrating strong organizational and time-management skills.
- Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.
- Contribute to project-specific teams within Saffery Trust offices in other international locations.
- Maintain accurate records and ensure compliance with relevant regulations and internal policies.
What You Bring:
- 4+ years of experience in the day-to-day administration of UK trusts and related corporate entities
- A proven record of delivering exceptional client service
- HMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).
- TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.
- Land Registry: Familiarity with Land Registry requirements for property held in trusts.
- Attention to Detail: Critical for accuracy in financial and legal administration.
- Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.
