Our client is seeking to recruit a Senior Legal Executive. The role will supervise the trust administration team as well as support management, by providing guidance on fiduciary, governance, and operational matters, assisting with technical reviews, and contributing to the maintenance of high professional and regulatory standards across the organisation

The role may suit a lawyer, accountant, or other experienced trust professional who enjoys administration, governance, and working across multiple teams, jurisdictions and client structures.

Duties include:

Provide technical guidance, research and support to members of staff on fiduciary, governance, and regulatory matters.
Assist with the review of complex trust structures, transactions, and client arrangements.
Advise on fiduciary obligations, governance requirements, and best practices relating to trust administration
Review trust instruments, trustee resolutions, and related documentation where required.
Act as a technical resource and sounding board for management and client-facing teams.
Support trust administration teams in the management of high-level client relationships
Attend client meetings where appropriate to provide technical or fiduciary input.
Assist in maintaining high service standards for private clients, family offices, intermediaries, and institutional relationships
Support teams in responding to client queries, banking matters, and complex administrative issues.
Act as authorised representative for the employer company and related companies in the group
Execute trust documentation on behalf of client trusts/entities in accordance with internal authorities and governance procedures
Act as an authorised signatory on multiple client bank accounts, ensuring appropriate controls, approvals, and compliance procedures are maintained at all times.
Assist with maintenance of trust records, regulatory filings, resolutions, minutes, and governance documentation
Support the implementation and monitoring of internal control procedures relating to fiduciary and banking activities
Conduct periodic reviews and internal audits of client records and fiduciary files to ensure accuracy, completeness, and adherence to internal policies and regulatory standards.
Identify technical, operational, or procedural issues and recommend corrective action where appropriate
Support continuous improvement of file management, governance processes, and operational controls across multiple teams
Assist management in monitoring workflow coordination, organisational standards, and administrative consistency across the business
Review financial information relating to client trusts and structures where relevant to fiduciary oversight and administration.
Assist with banking, payment processes, and transaction administration where required.
Support management with organisational coordination, reporting, and operational follow-up across teams and client portfolios.

Requirements

Strong background in trust services, fiduciary administration, accounting, governance, or private client structures.
Good understanding of fiduciary responsibilities, regulatory requirements, and financial documentation.
Experience with banking operations, signatory responsibilities, or corporate secretarial matters would be advantageous.
Experience conducting file reviews, governance oversight, or operational quality control is desirable.
Comfortable operating in a hands-on role involving both technical and administrative responsibilities.
Ability to coordinate effectively across multiple teams and priorities.
Strong organisational and administrative skills with excellent attention to detail.
Excellent written and verbal communications skills in English

Education and Experience

Qualified lawyer, accountant, TEP or experienced trust professional.

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Senior Trust Executive

Job Description