A well established chartered accountancy firm in the South East of England, are looking to hire a trust officer for its wealth solutions department. This newly created role is due to new volumes of work. Reporting directly to a partner your main responsibilities will be the day to day management and administration of complex trusts, companies and foundations with a wide variety of asset classes. Monitor the performance of investment portfolios and take remedial action where necessary. You will be required to set up and maintain accurate and complete records for trusts, utilising existing technology and ensuring compliance with all policies, procedures and relevant legislation. The ideal candidate will have 5 or more years of experience in a trust and company administration role.
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