Trust Officer / Senior Trust Officer
Altitude Recruitment
Our client is a well-regarded fiduciary services firm, and we are looking to appoint a talented Trust Officer or Senior Trust Officer on their behalf. This is an excellent opportunity for a driven fiduciary professional to manage a varied and high-quality book of trust and estate structures.
The Role
You will take responsibility for the day-to-day administration of a portfolio of trust, company, and estate structures, acting as a key point of contact for clients, intermediaries, and internal teams. The role suits someone who combines strong technical knowledge with a genuine client service ethos.
Key responsibilities include:
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Administering a portfolio of trust and corporate structures
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Building and maintaining strong relationships with clients, beneficiaries, and professional advisers
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Reviewing and preparing trust documentation, minutes, resolutions, and correspondence
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Assessing distributions, loans, and other trustee decisions in line with trust deeds and applicable law
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Liaising with legal, tax, and investment advisers on behalf of clients
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Ensuring compliance with regulatory requirements and internal policies
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Mentoring junior team members (Senior Trust Officer level)
About You
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Experience in trust and company administration
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Strong understanding of trust law and fiduciary duties
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A relevant professional qualification (STEP, ICSA/CGI, or equivalent) preferred or in progress
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Excellent written and verbal communication skills
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Meticulous attention to detail with the ability to manage competing priorities
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A proactive, client-focused approach
Why Apply?
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A well-established name in the private wealth space
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A supportive and collegiate team culture