Trust Officer

Our client seeks a Trust Officer to join their team. Role Profile: To provide and maintain a superior level of effective trust administration and service to advisers, settlors and beneficiaries of trusts administered by the company Key Responsibilities: High calibre of Written and Verbal communication internally/externally. Proficient in dealing with advisers, clients and all other parties associated with the trust or the underlying bond via telephone, letters and email. Second checking for other team members when required. Distributing emails/post across the team if required. Actively identifying problem areas and offering various solutions whenever possible. Adhering to all regulatory legislation and guidance and ensuring all compliance requirements are met. Working as part of a team and acting as a role model. Working to, and meeting deadlines. Ability to vet new trust business applications. Ability to process annual reviews (and all associated tasks) and highlight issues, and process any amendments to trust or client information. Ability to vet and process investment switch requests. Ability to vet and process requests for distributions to beneficiaries. Ability to vet and process assignments and Requests for Payments. Liaise effectively with colleagues across the business to ensure interdepartmental tasks are completed effectively. Key Skills and Experience: GCSE (or equivalent) grade C or above English and Maths. Has obtained or is prepared to work towards a Professional Qualification for example, STEP, DipPFS, or equivalent. Minimum of 2 years' experience in Financial Services. Good Knowledge of Microsoft Office Applications (Word, Excel, Outlook). Ability to compose good standard of ad hoc letters/faxes. Basic understanding of the taxation regime for offshore investment bonds and the UK IHT regime for the taxation of trusts. Good understanding of the structure and administration of bonds and investment options. Knowledge of the regulatory framework (AML/KYC)Ability to meet individual targets and goals with accurate results. Considerable experience within a customer facing administration role. Excellent planning and organisational skills. Ability to work within a team or on own initiative. Can maintain a high level of accuracy and still work within agreed service standards. Ability to work under pressure. Excellent understanding of Customer Service. Commitment to providing outstanding customer service. Excellent telephone manner Technical
If you have the required skills please apply online at searchandselect.com quoting reference number: 14970