Our client, a Financial services company, is seeking a Senior Trust Officer to join their Private Wealth department.

In this role, you will be responsible for the effective administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships. 

Responsibilities:

• Provide excellent client service and build long-term relationships
• Ensure compliance with policies and procedures
• Contribute to successful project delivery
• Maintain and fulfill actions recommended by diary entries for client entities (including tax filings, asset performance reviews, financial account production etc)

Requirements:

• Relevant professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification
• 6+ years' experience in the Finance Industry
• Strong knowledge of regulatory framework and trust/company regulations

For more information on this role please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com