04 Aug 2023

Client Services Associate/Assistant Director, Trust

Ref 36032

Are you an experienced and qualified Trust Manager looking for a new challenge? A well-established trust company is seeking a Client Services Associate/Assistant Director to lead a team of Trust Administrators in conjunction with the Client Services Director.

Key responsibilities:

  • Managing client relationships, team members and risks related to non-routine transactions
  • Creating new business opportunities 
  • Organising training and service quality/best practise initiatives
  • Administration of personal trusts and companies
  • Liaising with and daily communication with settlors' beneficiaries and related intermediaries
  • Handling a wide range of administrative tasks proactively 
  • Mentoring junior team members and assisting with their caseloads

A relevant fiduciary background is crucial along with relevant qualifications. In addition, advanced technical skills with respect to understanding client structures, interpreting and applying legal, tax or investment advice is needed. The ability to achieve good results from a team is also required. If this sounds interesting, get in touch today!

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