Trust Officer



Trust Officer

Position Summary:

To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors / managers, including training, and developing more junior members where required.


Specific Duties:

• Have a good understanding of trust and corporate regulatory requirements
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data
• Ability to resolve queries/find solutions
• Be familiar with and adhere to NSM’s internal practices and procedures
• Always adhere to internal regulatory procedures
• Focus on chargeable time, manage, and record own time effectively
• Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
• Understand and be pro-active in relation to client acceptance procedures and the associated risk involved
• Be involved in the preparation of, and attendance at client meetings and follow up on action points
• Be proficient, accurate and timely in all written communications
• To maintain a courteous, positive and professional manner with both external and internal clients /colleagues always
• Communicate effectively and concisely with clients (and other team members) by telephone and face to face
• Take responsibility for continuing self development
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to the Associate Director/Manager to alleviate problems or risks


Other Requirements:

The candidate will ideally have:
• A minimum of three to four years relevant experience
• A relevant qualification eg: ICSA or STEP Diploma
• A commitment to a career in trust and company administration
• Excellent written and verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A commitment to and focus on providing quality client service
• Strong team skills and be flexible to change and the needs of the business
• Analytical skills and be detail orientated
• The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to drive and execute tasks and encourage others to do so
• A willingness to learn new skills and to assist others to learn
• The ability to prioritise and focus on the most urgent and important task.
• Exhibited skill in planning and monitoring workloads and successful in delegating and checking work of administrators / senior administrators in order to achieve goals within expected timescales.
• A proven academic record