Trust Officer

The successful applicant will be responsible for their own portfolio of clients consisting of trusts and companies, including complex private client structures and private trust companies. The individual will be required to deal with all administrative aspects of their portfolio of clients, dealing directly with clients and their advisors and family offices where relevant. The individual must therefore be able to communicate effectively at all levels, work to tight deadlines, and to work overtime as and when required. The nature of the particular portfolio requires a qualified accountant or an individual with significant accounting experience who has an accounting or finance degree.

The applicant will also be required to read, understand and review financial statements and to liaise with the firm’s accounts department regarding the preparation of financial statements for both trusts and companies. Responsibilities may also include the review of documents pertaining to the establishment and continuation of private trust companies and complex trusts and related companies and to ensure compliance with the same and all aspects of the relevant laws.

Requirements:

• The successful candidate must have an internationally recognized professional qualification (CA, ACCA, CPA, STEP); or
• An advanced degree, with at least 3 years relevant trust industry experience in a comparable role, or
• Progress towards a professional qualification with at least 4 years relevant trust industry experience in a comparable role.

Benefits:

• Salary will be commensurate with qualifications and experience. A full package of benefits is also offered including, pension, health and life insurance.