25 Sep 2023

Trust Manager

Ref 35877

A global trust and corporate service provider is looking to recruit an effective team leader, to join their Client Services department as Trust Manager. 

This involves the overall day-to-day management of the Client Services team, and to administer a portfolio of complex trust and company structures in multiple jurisdictions, consistently providing a high-quality service. As a role model you will assist with the technical queries, guiding, and training more junior members, and act as signatory for the company and any associated companies providing Corporate Director and secretarial services and to be aware of the risks involved with any transactions.

Responsibilities include:

  • Liaising with Lawyers, Accountants and Intermediaries ensuring tax compliance
  • Dealing with purchases, sales, distributions etc.
  • Monitoring compliance issues and updates 
  • Maintaining client records and drafting company minutes
  • Preparing trustee resolutions and annual reviews
  • Conducting reviews of financial statements
  • Traveling to meet clients to strengthen existing, and generate new relationships

Applicants must have a comprehensive technical knowledge of regulation, and legislation, including trust and company law, tax regimes, and strong organisational, and process management skills whilst holding a relevant qualification e.g. STEP, ICSA, Accounting or Legal.

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