An exclusive opportunity has arisen for a Senior Trust Manager to join an independently owned Trust and Corporate Service provider in London. This is a fantastic opportunity to join a fast paced, growing business that can offer interesting work and have a great team to work with.
This person will be responsible for managing a portfolio of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments' service standards and company policies and procedures.
If you have experience with UK Trusts and are looking to take the next step in your career, then this could be an ideal opportunity to work within a small but growing organisation.
- Day to day administration of a complex portfolio of trusts and company structures
- Preparing for and conducting regular meetings with clients
- Liaising with investment advisers, solicitors, agents and other third parties
- Complete annual and quarterly trust and company reviews, including resolving any issues
- Prepare trustee resolutions, minutes and notices
- Ensuring all transactions are processed in line with internal procedures, AML and national and international legislations
- Conduct technical reviews following changes in legislation
- Providing support and expertise to members of the team
- Supporting Directors and Board Members in a range of duties
Knowledge, skills & qualifications:
- Good UK Trust Administration experience and technical knowledge of aspects of trust and company administration.
- Previous work experience in a Trust Company, Multi Family Office or Tax department within a Law Firm.
- Degree in Economics, Finance or Law
- A Professional qualification (STEP, ICSA, etc.)
- Strong analytical and problem solving skills
Remuneration is negotiable subject to experience, circa £70,000 plus benefits.
If you would like to find out more and have a confidential conversation about this role, please send your latest CV to Chris Costi chrisc@agreusgroup.com.
Thank you.
REF: AGR2737