Trust Officer
Apply for this jobOur client is looking to recruit a Trust Officer to provide assistance to trust teams and their clients in respect of administration of trust and companies. This is an excellent opportunity for someone as the company has a reputation as an exceptional place to work.
KEY RESPONSIBILITIES:
- Preparation of relevant documentation for bank transfers, lodgement/release of instruments placed with banks for safekeeping, emails and fees
- Preparation of minutes of statutory and other meetings as advised by trust officers and senior trust officers
- Preparation of relevant documentation for change in client circumstances
- Filing of documents in accordance with laid down procedures outlined in the Procedures Manuals
- Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
- Advising trust officers of deficiencies in statutory records
- Preparation of urgent documentation in the event of the non-availability of the Trust Secretary
- Various computer input tasks as delegated
- Liaison with accounts clerks to ensure that they receive all relevant documents to enable the proper maintenance of accounting records and annual accounts to be prepared
- Assist the Senior Trust Officer with the training of an Assistant Trust Officer and provide support to all trainees within the team
QUALIFICATIONS AND EXPERIENCE:
- Experience of Trust services industry or similar regulated business
- Experience of Trust and Company administration
SKILLS & ATTRIBUTES:
- Must be a self-starter and confident working on their own initiative
- Excellent administrative, planning, organisational and time management skills
- Competency in Microsoft Office. Training will be provided for other in-house packages as required
- Have exceptional interpersonal skills and a client-centered approach
- Attention to detail
- Ability to work effectively both independently and as part of a team
- Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels
- Strong time management and organisational skills with an ability to meet deadlines
Permanent
1108 days ago