Our Client is seeking to appoint a manager within its trust team

As a Trust Manager, you will have solid experience gained in the trust and fiduciary industry. In this role you will manage the delivery of activity and transactions for a portfolio of trusts and companies, working closely with your team and under the oversight of your Director/Associate Director.

Responsibilities will include:

• Taking responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients.
• Delivering full service for the portfolio and executing the client wishes, including ensuring that all transactions are properly authorised and recorded with due regard to risk.
• Effective and efficient administration of a portfolio of trust and company structures, including complex structures, with connections to the UK with assets such as properties, investments (including private market and private company investments), vehicles, and other asset classes.
• Ensuring all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable).
• Building and strengthening relationships with key clients and intermediaries and identifying new ideas in relation to products and services that may be offered by the company.

Requirements:

• Experience within a Trust environment or relevant financial services business. 
• Professionally qualified or studying towards e.g. professional qualifications (for example STEP, ICSA, TEP, ACCA).
• Expertise in handling the breadth of client demands and requirements in the Trust administration space, knowing what is required by the client, and ensuring it is delivered.
• Sound technical knowledge of all aspects of trust and company administration.
• Familiar with the main principles of UK tax and an awareness of the tax implications of various structures.
• Ability to identify client needs and market trends.

For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com