Saturday 23 October 2021
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Assistant Trust Manager

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: You will be an integral part of the team responsible for ensuring delivery of excellent client service and that all client entities are maintained in line with ongoing requirements and the standards required. Responsibilities: Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through the full structure life cycle, ensuring highest standards of service delivery Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure Delivery of all client work and contact in line with the vision and values and expected service standards, ensuring KPIs are up to date at all times Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate Support highly effective fiduciary decision making including through preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary Skills required: 5 7 yrs. experience serving HNW international families Good understanding of the issues facing HNW families and their structures Proven ability in managing complex international fiduciary structures Proven ability in working with related industry professionals Full understanding of local trust & co. legislation and regulatory requirements

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