Trust Officer Jobs

NSM Team

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Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors/managers, including training, and developing more junior members where required.

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
Be involved in the preparation of, and attendance at client meetings and follow up on action points
Be proficient, accurate and timely in all written communications
To maintain a courteous, positive and professional manner with both external and internal clients /colleagues always
Communicate effectively and concisely with clients (and other team members) by telephone and face to face
Take responsibility for continuing self development
Work on agreed training requirements and performance goals to ensure on-going development
Consult and escalate issues and exceptions to the Associate Director/Manager to alleviate problems or risks

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
A willingness to learn new skills and to assist others to learn
The ability to prioritise and focus on the most urgent and important task
Exhibited skill in planning and monitoring workloads and successful in delegating and checking work of administrators / senior administrators in order to achieve goals within expected timescales
A proven academic record

Additional Information:

Job Posted:
December 10, 2025

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Trust Officer