We are seeking a dynamic and driven Assistant Trust Manager. you will be at the forefront of marine-focused financial services, supporting the Manager in driving growth and ensuring exceptional client experiences. You will have the opportunity to work closely with esteemed clients, gaining exposure to various aspects of the marine industry while honing your financial expertise.

This role offers a unique chance to be part of a dynamic team, contribute to strategic initiatives, and develop your career in the exciting world of marine finance.  In return our client offers a competitive compensation package and flexible working.

KEY RESPONSIBILITIES:

• Take part in and occasionally lead weekly team meetings addressing current work, outstanding work and any other matters arising within, or impacting the team
• Act as a point of contact for team members with technical or client related queries
• Manage a portfolio of clients to include yacht ownership structures and crew payroll
• Communicate with clients, preferably by phone, and to generally establish a good rapport with both clients and their advisers
• Liaise professionally with external parties including legal counsel, accountants and other professional intermediaries and advisors to help the Head of the Department to find creative client solutions mitigating risk and potential complications
• Prepare resolutions for companies and trusts as required
• Prepare all statutory returns and submissions whilst ensuring that Client’s statutory records and registers are accurately maintained and up to date
• Issue and settle fee notes within the agreed billing timescales
• Prepare and submit payments to authorised signatories for efficient sign off
• Obtaining live foreign exchange rates in a timely and efficient manner
• Place and administer money market deposit transactions as appropriate
• Identify, and deliver to the Head of the Department opportunities where we can expand the client base
• Maintain a relevant general knowledge of issues affecting the fiduciary industry
• Support change initiatives where identified

QUALIFICATIONS AND EXPERIENCE:

• University degree preferred 
• Table 4 or 5 - Professional qualification, either legal, accounting or trust, together with evidence of PQE or additional qualifications (e.g. LLB, ACA, STEP) 
• Knowledge of regulatory issues relating to Trust Company Business and a thorough understanding of best practice in anti-money laundering and corporate governance  

SKILLS AND ATTRIBUTES:

• Excellent interpersonal skills and the ability to communicate effectively in all forms to colleagues, clients and professional advisers
• A strong team player who will work with and support colleagues to ensure team goals are achieved