Hybrid Senior Trust Officer at Saffery Trust

Following the strategic merger of two high-performing trust teams, we are excited to introduce a newly created position: Senior Officer Trust. 

You will be joining a forward-thinking organization with a strong reputation in the international trust and fiduciary market. This is more than a job—it’s a unique opportunity to influence, lead, and grow within a newly integrated team that values collaboration, innovation, and excellence.

·         Ensure all necessary client database and statutory records are set up and maintained, noting inconsistencies and potential changes for review and /or follow-up.  Develop an awareness of the differences between jurisdictional requirements

·         Ensure bookkeeping is accurate and all relevant information is available to enable the preparation of accounts. Assist with queries arising in the production and review of accounts as appropriate Open and close entity bank accounts and ensure full understanding of any funds received into client bank accounts and that payments are made in line with policies and procedures.  

·         Monitor cash balances on client bank and take appropriate action to avoid overdrawn positions and large uninvested cash balances and take appropriate action to avoid overdrawn positions and large uninvested cash balances

·         Ensure knowledge of clients, to include statutory obligations and that client instructions are fulfilled, in liaison with the manager

·         Attend client meetings as required, and prepare all documentation as required

·         Review and discuss required documentation with senior team members and provide clarification to less experienced team members.

·         Professional qualifications

·          Sound technical knowledge and demonstrated technical ability within the Trust arena along with knowledge of tax, registry requirements and corporate governance 

·         Fluent in Business English and additional languages are an add-on (e.g., French, Russian, Chinese, Spanish)

·         Very good written and verbal communication skills and the ability to converse with a range of people along with the ability to develop effective relationships both internally and externally

·         Ability to produce and/or review documentation which may be of a moderately complex nature with high attention to detail and accuracy

·         Demonstrated analysis skills to enable suggestions of improvement to working methods or suggestions for new processes

·         Demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with moderate direction to ensure that objectives are achieved 

·         Supervisory skills to enable prioritisation and assignment of work along with the ability to monitor performance