Trust Officer - Chartered Accountants

Brevere Group
London (Greater)
10 Mar 2018
16 Mar 2018
Contract Type
Full Time

Due to continued success in providing fee based services to HNW and commercial clients, this successful practice requires a professional and proactive Trust professional to support the partners.

The successful candidate will have in depth knowledge and understanding of complex trusts, have experience in a similar role, have an understanding of international trust concepts and practices, be available for occasional travel and have the ability to build and maintain relationships with current and new clients/intermediaries.

Duties for this role will include:

  • Day to day management and administration of a portfolio of trusts, companies and foundations with a wide variety of asset classes
  • Manage the property portfolios of structures within the portfolio
  • Monitor the performance of investment portfolios and take remedial action where necessary.
  • Setting up and maintaining accurate and complete records for trusts, utilising existing technology
  • Liaising with our Guernsey office to support them in meeting their client needs in a timely, professional manner and maintaining knowledge and control of assets and activities of structures administered
  • Ensuring compliance with all policies, procedures and relevant legislation.
  • Assisting in the training and development of other staff members

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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