Our Client is seeking a Trust Supervisor to join its Private Wealth team. 

In this role, you will oversee the management of the day-to-day running of a portfolio of offshore companies and trusts dealing with a wide variety of tasks, which will range in complexity. You will also provide supervision to a small team of administration staff.

Responsibilities:

Day-to-day duties will include:

• Ensuring that all statutory records are kept up to date and accurately maintained.
• Reviewing and approving payments.
• Reviewing and approving board resolutions/minutes.
• Liaising with internal departments on legal, accounting, and taxation matters which range in complexity with regard to matters that will range in complexity.
• Liaising with clients and intermediaries both by telephone and in writing, and such matters will range in complexity.
• Assist with the management of a team on a daily basis, and provide advice and assistance as required

Requirements:

• A minimum of 5 years’ relevant experience.
• Achieved or be studying towards a relevant professional qualification i.e. STEP Certificate/Diploma.
• Strong supervisor skills and ability to manage a team.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com