Senior Associate, Trust Services (Contract)

Job Description

What you'll do

Responsibilities (how we will measure success)

• You'll deliver high-quality trust administration support across a portfolio of private family trusts and underlying structures.
• You'll build and maintain strong relationships with clients and intermediaries through responsive, professional, and effective communication.
• You'll ensure trust structures comply with regulatory requirements, internal policies, and risk management standards.
• You'll complete periodic reviews, due diligence updates, and transaction monitoring activities accurately and within agreed timelines.
• You'll proactively resolve administration issues, manage risk appropriately, and collaborate with internal stakeholders to support effective portfolio management and business continuity during the maternity cover period.

Tasks (what does the role do on a day-to-day basis)

• Support the administration of private family trusts and underlying companies in accordance with trust deeds, regulatory requirements, and internal procedures.
• Act as a contact point with professional intermediaries on trust administration matters.
• Prepare and process trust distributions, resolutions, minutes, agreements, and other trust administration documentation.
• Support the conducting of periodic reviews of trust structures and maintain accurate client records.
• Ensure client due diligence and KYC documentation remains current and compliant with regulatory and internal requirements.
• Liaise with banks, investment managers, brokers, lawyers, tax advisers, and other third parties regarding client matters.
• Coordinate the opening and maintenance of bank, investment, and brokerage accounts.
• Assist with risk, compliance, audit, and governance-related activities.
• Support other trust administration and operational projects as assigned.

Key competencies for position and level

• Good understanding of trust administration, fiduciary services, and private wealth structures.
• Strong organisational skills with the ability to manage multiple priorities and meet deadlines.
• High level of accuracy and attention to detail.
• Strong client service orientation and relationship management skills.
• Effective communication and stakeholder management skills.
• Ability to work independently while collaborating effectively within a team.
• Proactive approach with strong ownership and problem-solving capabilities.

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Take ownership of client matters and deliver work to a consistently high standard.
• Build strong working relationships with clients, intermediaries, and colleagues.
• Demonstrate sound judgement, professionalism, and attention to detail in all aspects of trust administration.

What We Offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc
• Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays
• Maternity and paternity leave, education leave and etc
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.