Trust Officer

Position Summary

To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors/managers, including training, and developing more junior members where required.

Specific Duties

  • Have a good understanding of trust and corporate regulatory requirements
  • Become familiar with team’s existing allocated client portfolio
  • Ensure quality day to day service for team’s client portfolio
  • Pro-actively work with internal individuals and groups to ensure timely delivery of client data
  • Ability to resolve queries/find solutions
  • Be familiar with and adhere to NSM’s internal practices and procedures
  • Always adhere to internal regulatory procedures • Focus on chargeable time, manage, and record own time effectively
  • Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
  • Understand and be pro-active in relation to client acceptance procedures and the associated risk involved
  • Be involved in the preparation of, and attendance at client meetings and follow up on action points • Be proficient, accurate and timely in all written communications
  • To maintain a courteous, positive and professional manner with both external and internal clients /colleagues always
  • Communicate effectively and concisely with clients (and other team members) by telephone and face to face
  • Take responsibility for continuing self development
  • Work on agreed training requirements and performance goals to ensure on-going development
  • Consult and escalate issues and exceptions to the Associate Director/Manager to alleviate problems or risks

Other Requirements

The candidate will ideally have:

  • A minimum of three to four years relevant experience
  • A relevant qualification eg: ICSA or STEP Diploma
  • A commitment to a career in trust and company administration
  • Excellent written and verbal communication skills • The ability to use MS Word, Excel and Outlook at an intermediate level
  • A commitment to and focus on providing quality client service • Strong team skills and be flexible to change and the needs of the business
  • Analytical skills and be detail orientated
  • The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
  • The ability to drive and execute tasks and encourage others to do so
  •  A willingness to learn new skills and to assist others to learn
  • The ability to prioritise and focus on the most urgent and important task
  • Exhibited skill in planning and monitoring workloads and successful in delegating and checking work of administrators / senior administrators in order to achieve goals within expected timescales
  • A proven academic record