Wednesday 18 May 2022
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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

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