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 nominee-ships.
For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com