Senior Trust Officer / Associate, Fiduciary Management

Our client is seeking a Senior Trust Officer / Associate for their Fiduciary Management team.

In this role, you will be designated a list of fiduciary entities (for example, trusts, companies, foundations, and nomineeships) and will be involved with the complex and bespoke services provided to these entities. 

Responsibilities:

  • Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams.
  • Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate to assist with the broadening of client relationships.
  • Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management.
  • Analysis of client requests with reference to the Fiduciaries where appropriate for technical input.

Requirements

  • Studying towards or have completed a Category A or B level qualification.
  • Proven industry experience in the fiduciary operations of trusts, companies, foundations, and nomineeships

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Mon, 12 Aug 2024
Closing Date: 
Sun, 10 Nov 2024
Reference: 
12133

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