Senior Trustee Officer
About the job
This job is about being a Senior Trustee Officer within a specialist trustee services team, where you will ensure the efficient administration of trust, custody, and escrow arrangements for corporate and institutional clients. Your work will play a vital role in managing operational processes and supporting client relationships, all while ensuring service delivery meets agreed levels. The team thrives on collaboration and attention to detail, making it a great fit for someone who enjoys a structured financial services environment.
You'll be responsible for
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Managing client relationships
Developing and maintaining strong relationships with trustee office clients and key internal stakeholders while managing client queries and ensuring timely resolution in line with service level agreements.📋
Overseeing trustee administration
Overseeing trustee administrative activities including trial balances, bank reconciliations, and managing the Trustee Office inbox and operational logs.🔧
Supporting operational projects
Supporting operational projects and process improvements within the Trustee Office and assisting the Trustee Manager with complex queries.Key criteria
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2–3+ years in trustee services
Experience in trust administration or financial services operations.View
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Strong stakeholder management skills
Ability to develop and maintain client relationships effectively.View
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High attention to detail
Ensures accuracy in trust administration and compliance tasks.View
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