Trust Officer

Key Responsibilities

• Regularly liaise with clients and their advisers to ensure good lines of communication are maintained, clients' expectations are met and reports and other information are duly provided in a professional and timely manner;
• Perform day to day administrative tasks on a portfolio of trust corporate client entities;
• Ensure client/internal requests are actioned in a prompt and professional manner, ensure that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly;
• Liaise with 3rd party banks, investment and other asset managers/agents to ensure client assets are properly managed and reported and that reviews and reconciliations are carried out at regular intervals;
• Perform periodic reviews of client entities and ensure all regulatory requirements are complied with as well as ensuring all administrative tasks are duly completed;
• Ensure all tasks undertaken are accurately recorded on timesheets to ensure maximum recoverability of fees;
• Achieve set efficiency;
• Ensure debtors are cleared in accordance with agreed targets;
• Be a valued member of the team and take responsibility for the protection and promotion of the good name and reputation of CCT and Collas Crill.

Skills, Knowledge & Expertise

• Strong interpersonal and communication skills, both verbal and written. Confident when dealing with high value clients and professionals by telephone, in correspondence and face to face on routine matters;
• Ability to work under pressure to achieve fixed deadlines and to be willing and able to make the right decisions whilst knowing when to seek assistance;
• Excellent organisational and time management skills;
• Attention to detail;
• The ability to work as part of a team;
• Knowledge of Microsoft Outlook, Word and Excel;
• An understanding of relevant anti-money laundering legislation;

• Knowledge of Fiduciary Services software. "Acumen" knowledge useful but not mandatory – training will be provided where necessary;
• Trust company experience, including the management of a varied portfolio of client entities;
• Knowledge of other structuring vehicles eg. Limited Partnerships, Foundations, PTCs;
• Good systems knowledge:
  • Acumen or similar;
  • A document management system; and
  • Excel
• STEP qualified or part qualified.