Client Trust Officer
Core
Deliver high-quality administration for a portfolio of trust and corporate clients, ensuring service levels and client expectations are consistently met.
Role type
Client Trust Officer
Builds
Trust and company administration services
Domain
Fund administration and middle office solutions
Deliverable
client delivery
Required skills
regulatory compliance, entity set-up and closure, board meeting coordination, client communications, electronic banking platforms, record maintenance, financial review, time reporting and billing
Preferred skills
professional qualification (JFSC), industry experience, analytical and problem-solving abilities, prioritization in fast-paced environments
Technologies
Word, Excel, Outlook
Responsibilities
Deliver high-quality administration for a portfolio of trust and corporate clients; Build and maintain strong relationships with clients, intermediaries, and third parties; Support the set-up, ongoing management, and closure of entities; Organise and coordinate board and trustee meetings; Prepare accurate client communications; Develop knowledge of electronic banking platforms; Ensure compliance with legal, regulatory, and internal requirements; Complete client reviews and investment reviews; Monitor and maintain accurate records; Assist with financial awareness activities; Contribute to continuous improvement
Seniority
Individual Contributor
