Trust Officer
Job Description:
Job Summary
Responsible for the day-to-day administration of a portfolio of client companies and trust structures, ensuring accurate record-keeping, compliance with procedures, and delivery of quality service. Provide support to senior team members as required.
Job Accountabilities:
Client Administration
- Manage routine administration of client companies and trusts, including maintaining records and statutory filings.
- Prepare standard bookkeeping entries and assist with basic financial reporting under supervision.
- Ensure client confidentiality and maintain accurate documentation.
- Liaise with intermediaries and service providers for standard queries.
Compliance & Risk
- Follow local regulatory requirements and internal compliance procedures.
- Report any issues or concerns promptly to senior staff.
- Ensure all tasks adhere to risk management policies.
Communication
- Respond to client queries in a timely and professional manner.
- Maintain clear communication with team members and escalate complex matters when needed.
Personal Development
- Participate in training and development opportunities.
- Keep up to date with relevant industry practices and regulations.
Minimum Education and Experience
- Educated to A level or equivalent.
- 1–3 years experience in fiduciary or administrative roles preferred.
- Basic understanding of offshore structures and willingness to learn.
Skills
- Strong organizational and time management skills.
- Attention to detail and accuracy.
- Good communication and interpersonal skills.
- Ability to work as part of a team.