Trust Officer

Are you an experienced trust professional who enjoys managing complex structures, building strong client relationships, and finding practical solutions? Join our Trust Administration Team, where you’ll take ownership of a varied portfolio and work closely with colleagues, clients, and advisors. • Undertake the administration of a portfolio of trust and company structures with minimum supervision, complexity will depend on experience; • Understand solutions and structures commonly used and be creative in developing new ideas; • Liaise directly with UBS Wealth Planners, Trust Relationship Managers and Client Advisors regarding day-to-day administration matters; • Deal directly with settlors and beneficiaries where appropriate; • Review trust instruments regarding the exercise of trustee powers, arrange meetings and prepare the appropriate minutes and resolutions; • Review corporate documentation and arrange meetings and prepare minutes where required; • Review financial statements ensuring they are accurate and arrange for approval: • Take responsibility for ensuring all records and documents are filed in a timely manner with the correct descriptions; • Take responsibility for client data ensuring that it is up to date and accurate; • Adopt a positive and solution orientated approach to tasks liaising with colleagues where required; • Work with internal control functions where required; • Work with external advisors where required; • Understand risk, including but not limited to fiduciary, AML, reputational and escalate any concerns; • Undertake ad hoc tasks as requested by the Team Leader or other members of Senior Management; • Communicate effectively with colleagues and peers; and • Comply with all laws, regulations, policies and standards, contributing to an effective risk culture.