We are exclusively searching for an experienced Trust and Corporate Manager to join a growing Trust and Corporate Service provider based in London.

“If you are a Trust and Corporate Services Administration professional, based in London or planning to relocate there, then this could be an interesting step for your career.”

Roles at this level are held by professional specialists with high-level expertise, exercising within their functional area a substantial degree of independent professional responsibility and discretion, working to broad parameters and policy guidance. Work includes significant professional expertise and/or experience to develop and implement revised or new administrative, technical or professional policies and processes.

Principal Accountabilities:

  • Day to day administration on a complex portfolio of trusts and companies.
  • To monitor investment portfolio reviews.
  • To sign documents in a capacity as appointed or as authorised signatory.
  • To attend meetings with clients.
  • To liaise with intermediaries and investment brokers, investment managers and third parties and represent the team in meetings.
  • To keep abreast of the changing regulatory environment and new legislation that is being introduced and ensuring that the team are updated.
  • To report to the team details of management and Management Committee meetings.
  • To act as a Director or Alternate Director at client company board meetings.
  • To ensure cover for team portfolios during holidays and long periods of study leave or other absences.
  • To record all time on the Company’s time recording system and ensure narrative is clear.
  • Achieve financial targets as determined by management.
  • Overall responsibility for all entities administered in the team and for own caseload of highly complex cases.
  • To monitor control checklists relating to accounts preparation, billing and periodic reviews.

Remuneration: £65,000 (circa) per annum plus excellent. Flexible and hybrid working is offered.

If you would like to find out more about the role, please send your latest CV to Chris Costi at chrisc@agreusgroup.com.

REF: AGR2865