Private Client Senior Trust Officer at Whitmill Trust Ltd

Job Purpose
To undertake day-to-day administrative activity associated with a primarily complex casebook of trust, company and foundation structures, being the principal day-to-day client contact and driving a client focused, compliant and commercial approach.

Key Result Areas
Undertake day to day relationship management of a primarily complex client casebook ensuring that client expectations are understood and met and that service levels are consistently high across the area of responsibility

Principal point of contact for clients and other stakeholders associated with personal client casebook supporting the Private Client Director

The provision of technical support, guidance and effective coaching to team members driving professional development and consistently high client service

Understanding of legislation of the regulatory framework and tax matters