Trust Officer

Our client is seeking a Trust Officer to join their organisation on a permanent, full-time basis. This role involves the active administration of a portfolio of trusts and companies while ensuring compliance with procedures, regulations and legislation. You will be responsible for providing a high standard of client service and maintaining efficient and accurate records, with a strong focus on risk mitigation and operational excellence. Job Duties Administer a portfolio of trusts and companies efficiently and accurately Act as a point of contact for clients alongside Directors, maintaining regular communication and responding to requests Coordinate board meetings and communication with directors and trustees Prepare meeting agendas, minutes and action points Arrange and process payments, including drawing cheques and internet transactions Liaise with banks for account openings/closures and loan documentation Monitor bank accounts and maintain accurate records Liaise with advisers including banks and investment managers Set up and maintain comprehensive trust and company records using relevant systems Provide general accountancy services for your portfolio Maintain accounting records and perform bank and investment reconciliations Coordinate and review payment processes, ensuring timely execution Record billable time averaging 85% of working hours Identify risks and report them appropriately Ensure compliance with internal policies, legislation and regulatory requirements Demonstrate a clear understanding of AML procedures relevant to the role Stay informed of changes in trust and company legislation Ensure fee collection is accurate and timely Identify and implement process improvements to enhance efficiency Mentor junior team members and support their development Complete risk reviews and CRS/FATCA reviews within deadlines Accurately complete and submit timesheets weekly Maintain meticulous attention to detail to avoid errors and reduce costs Job Requirements Minimum of 5 years’ experience in fiduciary administration Strong understanding of trust concepts and company administration Broad accounting knowledge and ability to maintain financial records Excellent interpersonal and written communication skills Ability to manage client relationships professionally and courteously Strong organisational skills with the ability to prioritise and meet deadlines Proficient in trust administration systems, such as Viewpoint Proactive approach with a commitment to continuous learning Ability to work independently and collaboratively within a team High level of attention to detail and accuracy Ability to handle sensitive information with discretion and confidentiality