Wednesday 05 October 2022
Select a region

Senior Trust Manager - Private Client

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: In this role, you will manage a portfolio of private client structures reporting directly to a Director and provide support to other Managers in the team. Responsibilities: Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same Administering the affairs of a portfolio of private client structures including Trusts and companies for high net worth families Taking the principal client contact on a day-to-day basis, and overseeing the Administrative team, delegating and reviewing work as appropriate to ensure all reporting deadlines and client expectations are met in a timely manner Support to the Director by dealing with the client queries, projects, writing proposal documents, business development, meeting intermediaries and managing the team To increase impact and credibility to the client, have an increased intervention power To assume progressively the responsibility of mandates for the clients To ensure the link between the needs of the clients, their operational effects and the services of the company Skills required: To be professionally qualified in ICSA/ACCA/ICAEW or equivalent To have 7 years+ experience working in a Trust environment To have advanced accounting/administration skills Ideally experience with structures holding LP investments, although not essential, providing a logical and organised approach Good knowledge and understanding of general UK tax principles and tax legislation relevant to offshore structures

For more information please visit

« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?