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Job ID 14603 Permanent Trust

Senior Trust Officer – Family Office Team


A hands-on role with responsibility for administration, governance, and mentoring within a collaborative team.

Key Responsibilities
⭐ Maintain accurate client records and statutory data
⭐ Oversee cash management, payments, and bank account processes
⭐ Support accounts preparation and liaise on bookkeeping queries
⭐ Attend client meetings and prepare required documentation
⭐ Monitor investments and maintain policy statements
⭐ Assist with billing, time recording, and financial targets

What You’ll Need
⭐ Solid technical trust and corporate knowledge
⭐ STEP, CGI or similar (qualified or studying)
⭐ Strong written and verbal communication skills
⭐ Proven ability to work accurately, prioritise, and meet deadlines
⭐ Experience supporting or coaching junior team members

Why Join?
⭐ Join a values-led, international firm with a strong team culture
⭐ Play a key role in client delivery and team development
⭐ Supportive environment with growth and learning opportunities

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