Trust Manager
Apply for this jobOur client is seeking a Trust Manager, to join the team. The successful candidate will deliver a high-quality trust and company administration service to develop and enhance client relationships and to assist the Senior Trust Manager with the efficient running of the teams.
KEY RESPONSIBILITIES:
- Actively develop and maintain working relationships with complex and/or high net worth clients, intermediaries and internal contacts in order to provide a quality service
- Manage and develop a complex portfolio of company and trust structures
- Maintain the highest level of trust and company administration by monitoring the team’s timeliness, accuracy and output and acting as a point of reference
- Prepare resolutions and minutes as required
- Cash management of client portfolio, including the control and clearance of fees
- Ensure that team and individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
- Assist with completion of all budget calculations
- Demonstrate a thorough understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
- To encourage a culture of upholding the company values and act as a role model to the team
QUALIFICATIONS AND EXPERIENCE:
- Good understanding of the relevant laws of the local jurisdiction
SKILLS AND ATTRIBUTES:
- Understand the basic features of the different types of investment product
- Working knowledge of Microsoft packages
- Good numeracy skills and ability to understand routine documents
- Ability to deal with conflicting demands under pressure
- Ability to demonstrate effective communication skills
- Knowledge of business procedures, standards, policies and procedures
Permanent
721 days ago