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.