Job summary: 

Using your existing Trust experience, you will listen to, understand and take into account the evolving needs of your diverse portfolio of private and corporate clients to build trusted and long-lasting relationships and deliver innovative solutions to meet the needs of their structures.

Key responsibilities

• Take direct administrative responsibility for a diverse portfolio of structures.
• Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention.
• Play a constructive role within the wider business, assist the line manager/director with day-to-day client management.
• Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management.

Skills, knowledge and expertise

• Will ideally have or be working towards a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification.
• A proven track record of trust and administration experience working with private and corporate clients.
• Strong understanding of applicable trust and company regulations, establishment procedures and compliance issues.
• Effective use and working knowledge of Microsoft suite, systems and relevant software packages.