Source Recruitment

Senior Trust Officer, Asset Owners

Trust / Management

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Job type
Full-time
Contract type
Temporary
Location
Office
Start date
Not specified
Salary
Not specified

The Position

A new 6 month temporary opening with this long established and highly respected firm who provide a wide range of wealth management expertise.

The Responsibilities

We are seeking a candidate that will provide high quality service to a multi-billion dollar book of fiduciary clients within the Institutional Fiduciary Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The successful candidate will work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisers and managers to provide excellent client service. Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations. As well as, prepare/execute minutes as required and execute all necessary authorised documentation and payments.

Experience / Qualifications / Education

You will preferably need five years experience in a finance role with a desire to develop, learn new skills, be part of a successful business and high performing team.

Benefits

Competitve

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