Our client is seeking an Assistant Trust Manager to assist, support, and deputise for the Trust Manager in all aspects of the team’s daily operations. This includes the supervision of workloads, management of staff performance, and ensuring the provision of excellent client service. The successful candidate will play a crucial role in maintaining compliance with jurisdictional requirements, monitoring banking relationships, and supporting the team's investment management processes. The position is full-time, with a flexible start and end time to accommodate various schedules.
Job Duties:
- Assist the manager with reviews of beneficial owner filings and statutory document updates while maintaining an awareness of differences between jurisdictional requirements. Monitor team activity and note when updates are required.
- Ensure accounts are reviewed and approved within internal and external timeframes and that filing requirements are met. Liaise with the accounting team to monitor progress.
- Monitor the appropriateness of team banking relationships and associated fees, assisting the manager in building and maintaining those relationships.
- Review bank account opening documentation, access arrangements, and appropriateness of mandates.
- Anticipate clients’ future needs and initiate appropriate action. Review team correspondence with clients and intermediaries, organising and facilitating meetings and attending networking events.
- Monitor the completion of investment policy statements and liaise with the Investment Review Committee as necessary, providing support regarding the management of all categories of investments and assets.
- Ensure compliance with corporate governance requirements for legal entities and trusts, meeting all required filings and requirements.
- Assist the manager in ensuring compliance with policies and procedures, taking a commercial approach and identifying training opportunities to enhance work processes.
- Liaise with the tax team to develop awareness of tax implications for groups of clients, ensuring advice is disseminated across the team.
- Review timesheets and team financial targets, taking proactive action to assist team members in meeting targets.
- Assist with preparing information for quarterly board meetings and assume authorised signatory responsibilities as appropriate.
Job Requirements:
- Sound technical knowledge and demonstrable ability within the trust arena, along with knowledge of tax, registry requirements, and corporate governance.
- Successful attainment of STEP or GCI, or equivalent, while meeting CPD requirements.
- Very good written and verbal communication skills with the ability to engage with a diverse range of people and maintain effective relationships.
- Ability to produce and review documentation of a moderately complex nature with high attention to detail and accuracy.
- Demonstrated critical analysis skills for reviewing existing processes and formulating ideas and concepts.
- Proven ability to work to deadlines and project plans with minimal direction, ensuring objectives are achieved.
- Strong management skills demonstrating the ability to inspire and develop others, characterised by integrity, discretion, and tact.
What You’ll Love:
This role offers the opportunity to be part of a director-led firm, committed to delivering exceptional client service. The client fosters an inclusive environment where personal and professional development is encouraged, alongside initiatives that support mental, physical, social, and financial well-being. The vibrant team culture focuses on excellence, integrity, enthusiasm, and collegiality. As part of this committed team, you will not only enhance your professional skills but also be valued as an integral contributor to the organisation's success.
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