Our client is seeking a detail-oriented and organised Trust Manager to manage a portfolio of trust and company clients. This position works closely with Directors to ensure the efficient administration of client structures while delivering consistently high-quality service. The Trust Manager will be responsible for the day-to-day operations, ensuring financial transactions are handled accurately, and that all client requirements are met. The role requires a proactive communicator, able to build strong relationships with clients, service providers, and other professional contacts. Click here to read more
Job Duties:
- Manage a portfolio of trust and company clients, overseeing the daily administration of their structures.
- Handle correspondence with clients, banks, lawyers, accountants, and other professionals using appropriate professional language.
- Liaise with service providers, including bankers, investment managers, and registered offices, for daily administrative matters.
- Draft trust and company minutes and resolutions.
- Maintain and update Client Due Diligence (CDD) records.
- Prepare annual validations to ensure compliance with regulatory requirements.
- Assist with Company Secretarial functions, including share transfers and updating records for changes in directors and secretaries.
- Support Directors with various projects as needed.
- Process the payment of invoices and manage other routine administrative tasks.
- Maintain knowledge of company secretarial, compliance, and anti-money laundering practices.
- Assist in preparing meeting packs for client meetings.
- Perform any additional duties as required.
Job Requirements:
- Qualified or part-qualified professional qualification such as STEP.
- Proven experience in an administrative role, ideally within trust and company management.
- Strong organisational and time management skills.
- Excellent oral and written communication abilities.
- Strong interpersonal skills, with the ability to build rapport and work effectively within a team.
- Proficiency with IT systems, including electronic filing and flexible database management.
What You’ll Love:
This role offers the opportunity to work in a dynamic environment, providing the chance to take responsibility for a diverse client portfolio. You will work alongside a collaborative team, contributing to the efficient operation of client structures while developing strong professional relationships. The Trust Manager position is ideal for individuals who are proactive, organised, and committed to delivering excellent client service.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
