Seeking a Trust Professional!
Due to continued growth, our client is seeking to grow its award winning Trust team and is open to considering candidates from Assistant Manager to Senior Manager.
A varied role which will naturally change based on seniority, key duties will include but are not limited to:
- Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedures
- Delivery of all client work and client contact in line with the company's vision and values and expected service standards
- Excellence of communication with clients and 3 parties
- Support highly effective fiduciary decision making including for discussion at Risk, Investment, Governance Forums and others as necessary
Requirements:
- 5 - 10 yrs experience relevant industry experience
- Preferred professional qualification: STEP, ICSA/CGI, Accountancy, Legal
- Good understanding of the issues facing HNW families and their structures
- Proven ability in managing complex international fiduciary structures
- Full understanding of local trust & co. legislation and regulatory requirements
For more information, please contact Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com