Officer – Family Office Team

Do you have trust administration experience and some knowledge of tax?

Our client – a forward thinking independent financial services provider – is seeking an officer for their Trust – Family Office Team

Responsibilities include:

• Provide support and guidance to junior staff and assist in their development
• Organise and administer a portfolio of clients, delegating – where appropriate – work to junior staff
• Set up and maintain statutory records for the portfolio
• Assist in the production of accounts for the portfolio and ensure the day to day bookkeeping is accurate and up to date and develop skills to review accounts

In addition to a good knowledge of Trust, you should be an excellent communicator and have the confidence to deal with clients, directors, team members and other colleagues and professionals 

If you are good at identifying solutions to problems, have excellent accuracy and attention to detail and this exciting new role piques your interest then please get in touch by emailing Damian at [email protected] or calling 01481 714634