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Senior Trust Manager

Trust Enquire

Type:

Full Time

Full Description

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.

Key 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 to oversee 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
Preparation, with support as appropriate from the administrative team, of bespoke reporting to HNW clients including PE executives. Adapting and evolving the format of reporting as necessary, ensuring accuracy of figures and timeliness of deliverables.
To be able to manage different clients and projects that are technically difficult in all their aspects
To organise and plan own portfolio of clients keeping in mind the company's needs
Overseeing an administration team including providing support and assistance in relation to client matters, training and appraisals
Ensure team members complete their timesheets on a daily basis
Question and analyse why chargeable hours targets are not achieved
To always think about efficiency and effectiveness of the account (e.g. responsibility for invoice details, WIP, follow up of any unpaid invoices, fixing and negotiating of budgets, follow up of costs and the progress of the work)
To listen to and to anticipate client needs
To adapt R&H proposals accordingly
Reviewing minutes and documents for execution and raising pertinent points for consideration
Providing guidance, support and training to other team members
Monitoring the completion of work and payments delegated to more junior staff
Coordination / delegation / review of compiling information required for tax or other reporting purposes (e.g. CRS/FATCA) in a timely and accurate manner
To apply internal risk management procedures and ensure that the team applies them
To improve and critique procedures in a constructive manner
To act on legal updates, communicating with the technical responsible person, ensuring implementation of the applicable legal position
To apply and convey company values
To give regular feedback on the general climate in the company at all levels
Any other reasonable duties that may be assigned