Victus Search
Trust Officer
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We are working with a highly regarded international professional services business seeking an experienced Trust Officer to join its growing London team. This is an excellent opportunity for someone with a solid grounding in trust administration who is ready to take greater ownership of a portfolio and develop within a small, collaborative team.
The role will include exposure to UK trusts, including Employee Ownership Trusts (EOTs), although previous EOT experience is not essential, as long as there is transferable trust experience.
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The Role
- Administer a portfolio of trust structures and maintain accurate client records.
- Prepare trustee resolutions, meeting minutes and supporting documentation.
- Coordinate distributions, asset transfers and other trust transactions.
- Review trust deeds and associated legal documentation.
- Support client onboarding, KYC and due diligence requirements.
- Act as a key point of contact for clients, intermediaries and advisers.
The Successful Candidate
- Ideally 3+ years’ experience within trust or fiduciary services.
- A good understanding of trust administration and trust documentation.
- Strong client service, communication and organisational skills.
- Knowledge of trust and company law, AML/CFT and governance requirements.
- STEP, ICSA or an equivalent qualification, or working towards one, would be advantageous.
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The Opportunity
You will join a growing area of the business with the opportunity to manage your own workload, build client relationships and develop further into broader client-facing responsibilities.
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