An excellent opportunity has arisen for an experienced trust professional to join a Private Wealth team, managing a portfolio of trust and company structures while delivering exceptional client service.
⭐START: ASAP | End: TBC⭐
Key responsibilities:
⭐ Administering a portfolio of trust and company structures
⭐ Preparing payments, minutes and client documentation
⭐ Maintaining CDD, risk assessments and regulatory records
⭐ Liaising with clients, intermediaries and internal teams
⭐ Supporting new business onboarding and day-to-day client matters
What you’ll need:
⭐ 3–5 years’ trust and company administration experience
⭐ Good understanding of fiduciary services and regulatory requirements
⭐ Strong organisational and communication skills
⭐ STEP/CGI qualification, or willingness to study, would be beneficial
