Trust Officer

Role Description

The Trust Officer / Senior Trust Officer is responsible for trust administration, client relationship management, and client advisory support. The role involves the day-to-day administration of trust and corporate structures, coordination with clients and external stakeholders, and ensuring compliance with internal policies, regulatory requirements, and applicable laws.

Key responsibilities include:

Assisting with the establishment of trust and corporate structures, including client onboarding and due diligence processes

Acting as the primary point of contact for clients and relevant third parties, including banks, asset managers, registered agents, professional advisers, and local authorities

Maintaining complete, accurate, and up-to-date trust and corporate records, both electronically and physically, in accordance with internal policies and procedures

Ensuring data accuracy, integrity, and timely updates within the client database and record-keeping systems

Carrying out day-to-day trust and corporate administration, including responding to client and third-party queries, performing trustee functions, and preparing documentation relating to trust and corporate matters

Preparing, reviewing, and coordinating execution of trust-related and corporate documentation in line with legal and regulatory requirements

Conducting periodic trust reviews to ensure trust structures are administered in accordance with company policies, governing law, and jurisdictional and regulatory requirements

Attending and participating in meetings with clients and relevant third parties, as required

Providing guidance, training, and support to junior team members

Undertaking additional duties and responsibilities within the scope of the role, as reasonably assigned by the Company from time to time

Requirements

Strong ability to work independently with sound judgment and attention to detail

Highly organised, with the ability to manage multiple tasks accurately and effectively, including under time pressure

Capable of working both independently and collaboratively as part of a team

Good communication, interpersonal, and stakeholder-management skills

Proactive, responsible, and able to take initiative

Minimum of five (5) years relevant experience in trust administration

Professional qualifications such as STEP (Society of Trust and Estate Practitioners) or equivalent are an advantage