CrawlJobs Logo

Senior Trust Officer

brewin.co.uk Logo

Brewin Dolphin

Location Icon

Location:
Jersey , Saint Helier

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business. You will be designated a list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time. You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.

Job Responsibility:

  • Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group
  • Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM)
  • Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management
  • Analysis of client requests with reference to the Fiduciaries where appropriate for technical input
  • Assist the Fiduciaries with fee reviews as appropriate in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business plan and undertake regular reviews of work in progress (WIP) and debtors to ensure recoverability
  • Signing client communications in accordance with policies and procedures
  • Ensure compliance with our and procedures and assist the Fiduciaries in ensuring all Audit points are addressed
  • Undertake where necessary or appropriate, coaching and mentoring roles

Requirements:

  • You naturally build relationships across teams, clients, and partners and enjoy connecting with people - from clients to partners and building relationships that last.
  • Stays adaptable and resilient, approaching challenges in fiduciary services with a clear, solution-driven mindset.
  • Be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice.
  • Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships.
  • You work well with others, value open communication, and believe the best results come from teamwork.
  • Excellent attention to detail and competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook, and workflows plus fast and accurate keyboard skills.
What we offer:
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Additional Information:

Job Posted:
February 14, 2026

Expiration:
February 25, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Brewin Dolphin - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Trust Officer

Trust Officer

To take responsibility for a designated portfolio of trusts and corporate struct...
Location
Location
Salary
Salary:
Not provided
nsm.group Logo
NSM Team
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of three to four years relevant experience
  • A relevant qualification eg: ICSA or STEP Diploma
  • A commitment to a career in trust and company administration
  • Excellent written and verbal communication skills
  • The ability to use MS Word, Excel and Outlook at an intermediate level
  • A commitment to and focus on providing quality client service
  • Strong team skills and be flexible to change and the needs of the business
  • Analytical skills and be detail orientated
  • The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
  • The ability to drive and execute tasks and encourage others to do so
Job Responsibility
Job Responsibility
  • Have a good understanding of trust and corporate regulatory requirements
  • Become familiar with team’s existing allocated client portfolio
  • Ensure quality day to day service for team’s client portfolio
  • Pro-actively work with internal individuals and groups to ensure timely delivery of client data
  • Ability to resolve queries/find solutions
  • Be familiar with and adhere to NSM’s internal practices and procedures
  • Always adhere to internal regulatory procedures
  • Focus on chargeable time, manage, and record own time effectively
  • Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
  • Understand and be pro-active in relation to client acceptance procedures and the associated risk involved
Read More
Arrow Right

Middle Office Senior Analyst - Global Spread Products

The successful candidate will have accountability for daily supervisory risk and...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS/BA degree or equivalent work experience preferred
  • Energetic, flexible, collaborative, and proactive
  • Strong, influential communicator who is articulate and concise, demonstrated success interacting with senior management
  • Strong risk management and control mindset
  • Provides evaluative judgment based on analysis of information
  • Self-reliant, good problem solver, results oriented
  • Ability to establish and build trust with professionals throughout the business
Job Responsibility
Job Responsibility
  • Developing an effective control framework that fully meets Audit, Compliance and Regulatory requirements
  • Driving the team’s operational efficiency, automation and productivity agenda including keeping abreast with and adopting new technologies
  • Maintaining a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
  • Identifying, maintaining, and reviewing key risk metrics and indicators and presenting these to senior management
  • Ensuring the infrastructure and tools are in place to effectively manage risk and to service our clients to a high standard
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Senior Program Officer

The Senior Program Officer will implement the regional funding programs serving ...
Location
Location
Salary
Salary:
83150.00 - 126540.00 USD / Year
wikimediafoundation.org Logo
Wikimedia Foundation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid knowledge of trust-based philanthropy or community-based grantmaking
  • Experience in participatory decision-making structures
  • Experience in grantmaking, particularly in an international context
  • Experience in nonprofit capacity building as a funder, consultant, or nonprofit leader
  • Strong strategic and analytical skills and creative problem-solving ability
  • Excellent organizational skills and judgment
  • ability to prioritize work, manage time and multiple priorities, and meet deadlines
  • attention to detail and accuracy
  • the ability to set realistic goals and objectives
  • Proven ability that would translate to creating constructive partnerships with the Wikimedia community, stakeholders, and fund-seekers: skills in facilitating engaging, motivating, coordinating and supporting volunteer communities, and in negotiating the sometimes chaotic and contentious nature of free-thinking communities
Job Responsibility
Job Responsibility
  • Implement the Community Resources grantmaking strategy while taking into consideration community needs, opportunities, movement trends, and the regional geopolitical and cultural context
  • Analyze regional and global patterns to shape funding rationales and priorities
  • Design program activities with colleagues to achieve significant, scalable impact
  • Manage , implement and monitor the regional grant portfolio to ensure alignment with strategy, criteria, and impact goals
  • Lead annual grant planning: identify and support prospective and returning grantees, review proposals, co-develop funding rationales with the regional funding committee. This also includes conducting organizational assessments (financial and narrative) to inform funding rationales
  • Work collaboratively across Foundation teams to support implementation of funding program and team objectives
  • Represent the Foundation internally and externally as an ambassador for regional knowledge, priorities and insights
  • Build, onboard, and develop regional funding committees aligned with regional needs and opportunities to enable transparent decision-making as part of participatory grantmaking approaches
  • Set agendas for committee discussions (priorities, financial analysis, partner and regional insights) and facilitate inclusive funding deliberations
  • Provide context, analysis, and synthesis of committee feedback into funding recommendations and decisions
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...
Location
Location
United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL
Salary
Salary:
105000.00 - 115000.00 USD / Year
portebrown.com Logo
Porte Brown LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns
  • Experience preparing Form 709 Gift Tax returns
  • Experience preparing Form 706 Estate Tax returns
  • Experience preparing Deceased Taxpayer Income Tax returns
  • BA/BS Degree in Accounting, Finance, or related field
  • CPA Certification
  • or eligible to sit for the CPA exam
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks
  • Strong client rapport and project management skills
Job Responsibility
Job Responsibility
  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
  • Reading through trust agreements and wills to determine appropriate filings and estate structure
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
  • Actively supports new initiatives
  • Identify opportunities to improve assignment profitability and efficiency
  • Pursues self-development opportunities
Read More
Arrow Right

Senior Information System Security Officer

Come join our growing team and make a difference every day! AnaVation is seeking...
Location
Location
United States , Washington
Salary
Salary:
Not provided
anavationllc.com Logo
AnaVation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Cybersecurity, Information Technology, or a related field
  • Minimum of six (6) years of hands-on experience in cybersecurity and expert knowledge of Governance Risk and Compliance
  • At least three (3) years supporting and maintaining system authorizations for complex systems
  • Demonstrated expertise in the Risk Management Framework (RMF), NIST SP 800-53 Rev 5, and related federal cybersecurity policies
  • Extensive experience managing ATO/ATT processes, security control assessments, POA&M lifecycle, vulnerability management, and audit response
  • Strong leadership experience mentoring junior and mid-level ISSOs and interfacing with senior government leadership
  • Must possess at least two of the following active certifications: Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Governance, Risk and Compliance (CGRC), Certified in Risk and Information Systems Control (CRISC), Information Systems Security Management Professional (ISSMP), Certified Information Systems Auditor (CISA), Certified Cloud Security Professional (CCSP), Certified Ethical Hacker (CEH), CompTIA Security+, Project Management Professional (PMP)
  • Proficiency in tools such as JCAM, Tenable Nessus, BigFix and Splunk
  • Ability to develop, review, and present high-level security documentation and briefings
  • Strong understanding of cloud platforms (IaaS, PaaS, SaaS), supply chain risk management, and incident response procedures
Job Responsibility
Job Responsibility
  • Support the maintenance of security documentation and support system ATO and ATT efforts
  • Conduct security control assessments and provide recommendations for remediation
  • Perform biweekly audit log and vulnerability scan reviews and track POA&M items
  • Collaborate with system owners and technical teams to manage risk and respond to incident
  • Support Ongoing Authorization (OA) and continuous monitoring activities
  • Prepare and brief senior leadership on system security posture and compliance metric
  • Ensure alignment with cybersecurity policies and NIST SP 800-53, 800-37, and 800-137
What we offer
What we offer
  • Generous cost sharing for medical insurance for the employee and dependents
  • 100% company paid dental insurance for employees and dependents
  • 100% company paid long-term and short term disability insurance
  • 100% company paid vision insurance for employees and dependents
  • 401k plan with generous match and 100% immediate vesting
  • Competitive Pay
  • Generous paid leave and holiday package
  • Tuition and training reimbursement
  • Life and AD&D Insurance
  • Fulltime
Read More
Arrow Right
New

Senior Trust Officer

This is a unique role with a boutique trust company. The trust company does no i...
Location
Location
United States , Reno
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable)
  • Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred
  • 8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients
  • Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions
  • Proficiency in Microsoft Excel and other Microsoft Office applications
  • Strong expertise in auditing, cash activity management, and financial documentation
  • Familiarity with Probate Code and estate administration processes
  • Exceptional interpersonal and communication skills for client and detail-oriented interactions
  • Demonstrated ability to analyze financial statements and oversee trust-related financial operations
Job Responsibility
Job Responsibility
  • Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
  • On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms
  • Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts
  • Effectively establish and manage client relationships through interaction with grantors and beneficiaries
  • Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval
  • Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts
  • Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
  • Actively mentor and train trust administration staff, with management duties as assigned
What we offer
What we offer
  • 4 Weeks of PTO
  • bonus potential
  • strong medical coverage
  • access to top jobs, competitive compensation and benefits, and free online training
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant

We are seeking an experienced Senior Tax Accountant to join our mid-sized accoun...
Location
Location
United States , Mount Arlington
Salary
Salary:
Not provided
nisivoccia.com Logo
Nisivoccia CPAs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS or BA in Accounting required
  • CPA or active pursuit of license desired
  • 3-5 years of experience preparing business and individual tax returns
  • Strong skills in Microsoft Office especially, Word and Excel
  • QuickBooks experience (desktop and online) preferred
  • Proficiency in tax preparation software
  • Prosystem FX Tax experience preferred
  • Strong mathematical and analytical skills
  • Detail-oriented with strong organizational skills
  • Self-motivated and able to work independently
Job Responsibility
Job Responsibility
  • Prepare, review, and analyze individual, trust, gift, partnership, and corporate tax returns
  • Communicate directly with clients regarding tax returns and other tax related issues
  • Research and advise clients on complex tax questions
  • Identify tax-saving opportunities for business clients and owners
  • Review and adjust client accounting records to reconcile with tax returns, including cash and accrual basis differences
  • Demonstrate skill, judgment, and initiative to independently manage multiple assignments
  • Supervise and train entry-level accounting staff
  • Perform other duties as assigned by your Manager
What we offer
What we offer
  • Competitive salary
  • Comprehensive benefits package including medical, dental, vision, life & disability (short & long term) insurance
  • 37.5-hour work week: all additional hours are paid straight time or put into an additional PTO bank
  • 18 days of PTO plus 8 holidays
  • 401(k) plan with potential employer profit sharing contribution
  • Bonus for earning CPA designation
  • Flexible hours
  • In-person and webinar-based training in marketing and business development
  • One-on-one executive coaching for emerging leaders
  • A dedicated Quality of Life Committee focused on enhancing the employee experience
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant

We are currently seeking talented candidates to fill the position of Senior Tax ...
Location
Location
United States , Owings Mills; Hagerstown
Salary
Salary:
Not provided
gsg-cpa.com Logo
Gorfine, Schiller & Gardyn
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 3-6 years of experience in accounting, public accounting experience a plus
  • Excellent writing and communication skills with the ability to multi-task in a fast paced environment
  • Experience with Microsoft Office, accounting and tax preparation and research software
  • Ability to work independently and meet deadlines
  • Ability to work in a team environment and learn quickly
  • Ability to maintain and strengthen existing client relationships
  • Bachelor’s in Accounting or Business Administration with Accounting Concentration
  • CPA license or is studying to pass the CPA exam required
Job Responsibility
Job Responsibility
  • Preparation and review of “S” and “C” corporation, partnership, individual and trust tax returns
  • Tax research
What we offer
What we offer
  • Base compensation and the potential for profit sharing
  • Health care, dental and vision coverage
  • 401(k) and profit sharing
  • Generous PTO allowance
  • Casual and friendly work environment
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy