Our client is seeking a Senior Trust Officer to join their team. 

You will undertake the day-to-day administration of a portfolio of Client Company and trust structures.

Job accountabilities

• Day-to-day administration of a portfolio of fairly complex client cases, including book-keeping entries and the preparation of some financial reports and statements
• Have a broad understanding of the principles and practices of offshore trusts, companies and related structures
• Ensure mutual understanding of client expectations and commitments at outset and throughout the relationship
• Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
• Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary
• Understand the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios
• Critically review a set of company or trusts accounts or other financial reports
• Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances

Skills and knowledge

• Good knowledge of offshore fiduciary services
• A proven track record in handling complex offshore fiduciary issues
• A proven track record in client relationship management
• Good interpersonal skills for dealing with intermediaries and clients
• Excellent time management and organisation
• Sound judgement

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