The role is pivotal to the success of the Trust and Corporate Department, responsible for the day-to-day management of a Trust and Company administration team and the maintenance of key client relationships. This includes overseeing a portfolio of complex company and trust structures, ensuring that all team duties are executed efficiently while adhering to policies and guidelines set by senior management. The job holder will actively develop client relationships and engage in business development initiatives, enhancing the company's reputation as client-focused and reliable. Responsibilities also involve pre-empting client issues and resolving them proactively. The successful candidate will ensure that both financial and non-financial targets are met, maintaining a sustainable fiduciary business. Effective communication and a commitment to high service standards are crucial. The position requires sufficient oversight to guide and support team members to promote their growth and development.
Job Duties:
- Develop and maintain relationships with complex and/or ultra-high net worth clients, intermediaries, and internal contacts to maximise business returns.
- Administer key Fiduciary relationships to ensure client satisfaction.
- Proactively address client issues and manage relationships to resolve potential breakdowns.
- Understand clients’ broader wealth needs beyond the specific entities managed.
- Ensure financial and non-financial targets are achieved sustainably.
- Authorise financial transactions and monitor the opening and closure of structures.
- Collaborate with the Client accounts team to resolve issues arising from account preparations.
- Ensure a high level of integrity in calculating and invoicing fees while meeting profitability levels.
- Manage team debtors and ensure all clients are invoiced correctly and on time.
- Act as an ‘A’ Authorised Signatory and serve as an Officer on Client Companies.
Job Requirements:
- Minimum of 10 years' experience in Trust Administration.
- Relevant professional qualification (e.g. STEP, ICSA, ACCA).
- Strong IT skills, including practical experience with Microsoft Office Suite.
- Detailed understanding of fiduciary services and regulatory requirements.
- Ability to work effectively under pressure and meet deadlines.
- Excellent written and verbal communication skills.
- High attention to detail and accuracy in work.
- Flexible attitude towards work and a commitment to team assistance.
- Strong organisational skills, with a focus on time management and prioritisation.
- Proven leadership qualities with a track record of managing a team successfully.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and provides ample opportunities for training and career development.
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