08 Jan 2021

Trust Manager

Ref 33379

A financial and fiduciary services business is seeking a Trust Manager to join their team, to assist with the overall supervision and management of a team, as well as dealing with technical client matters, operations, and projects.

The role is involved in all aspects of client administration but not limited to: 

  • Understanding of the team’s structures and the responsibilities and roles of each entity
  • Liaison with team leaders in relation to operational matters, monitoring overall workflows and taking relevant action where necessary, ensuring deadlines are adhered to. 
  • Reviewing of trust deeds, company articles, legal agreements etc. to identify key clauses and terms  
  • Effecting investments and monitoring cash liquidity across structures

The desirable candidate will have the following skills and attributes:

  • STEP/ICSA qualified 
  • A minimum of 2 years’ Trust Manager experience 
  • Strong communication (verbal & written) and interpersonal skills. 
  • Project management skills for transactions, also anticipating what other deliverables / support may be required (consents, advice, CDD, resourcing) 
  • Good commercial awareness 
  • General investment knowledge and awareness 
  • Problem solving and analytical skills – to include looking at issues from different perspectives. 
  • Good CRS/FATCA reporting experience


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