23/02/2021

Vacancies

Trust Officer

Candidate Profile
• Minimum of 4 years’ experience in a similar role
• STEP or ICSA qualified
• Excellent written & verbal communication skills
• The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
• Possess a collaborative team spirit
• Ability to work independently and within time constraints
• Good time management, prioritisation and organisation skills
• Experience of supervising and/or training junior members of the team

Key Responsibilities
• Administration of a portfolio of clients including liaison with other areas of the business to ensure a high level of service, covering all aspects of a fiduciary role
• Pro-actively work with internal individuals and groups to achieve timely delivery of client data
• Maintaining and building good relationships with clients and intermediaries
• Be responsible for, and be effective in cash collection and control of debtors for your own clients and provide guidance for administrators/senior administrators in the team
• Understand and be pro-active in relation to client acceptance and ongoing monitoring procedures and the associated risk involved