Senior Trust Officer

About the role

The Senior Trust Officer delivers and oversees trust and corporate administration, supporting Private Wealth and Corporate teams across several jurisdictions. The role coordinates day-to-day workflows, guides and quality-checks Client Administrators and takes ownership of complex fiduciary, corporate and operational matters. Working hours are 11:00am to 8:00pm due to the international nature of the role.

Key responsibilities

• Provide senior-level fiduciary, corporate and operational support to Private Wealth and Corporate structures, working closely with client-facing teams.
• Coordinate and oversee Client Administrators' daily workflow, including task allocation, prioritisation, training, guidance and quality reviews.
• Prepare and review documentation for trust and corporate transactions such as distributions, payments, dividends, banking matters, minutes and resolutions.
• Maintain accurate statutory records, governance documents and client and entity information, and run periodic file reviews and remediation.
• Support new business onboarding and entity closures, including client acceptance documentation, KYC and compliance information.
• Keep client and entity data accurate in administration systems, and support FATCA/CRS reporting and regulatory information requests.
• Maintain electronic records, monitor recurring workflows and deadlines, and coordinate follow-up on aged debt, billing, finance matters and credit notes.
• Contribute to operational projects, process improvements and procedure development.

Required profile

• Experience in trust, corporate, fiduciary or professional services administration, ideally in a regulated or control-focused environment.
• Strong practical understanding of trust and company administration, including governance, statutory records, transaction support and compliance.
• Experience guiding, training or overseeing junior administrators, with the confidence to review work, manage priorities and escalate matters.
• Attention to detail, good organisation and clear written and verbal communication across international offices.
• STEP qualified or part-qualified is advantageous but not essential; equivalent trust, corporate or financial services qualifications will be considered.

Required skills

• Advantageous: client and entity administration systems, electronic document management and filing platforms, Microsoft 365 (Outlook, Word, Excel, Teams).
• Good IT skills and confidence with electronic document management and client administration systems.

The role is based in Douglas, Isle of Man, in an established international provider of corporate, fund and private wealth services.