Wednesday 07 June 2023
Select a region

Trust Manager

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: To oversee the administration of a client portfolio under the supervision of the Senior Manager/Director. Responsibilities: Actively contribute to initiatives to improve processes to drive operational excellence Manage a Client Administration Team who have overall responsibility for the administration of a Client Portfolio Manage own billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimise write offs Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures Awareness and adherence to contractual and statutory obligations under the businesss policies, procedures and guidelines, acting as a guide in this respect to members of the team Skills required: Have 5-10 years of experience in a trust administration role STEP or CGI qualified to Diploma level Ability to review and monitor work of team members and assist with problems and difficulties A good knowledge of local trust and company legislation and practice, including awareness of Anti Money Laundering Law laws and orders Knowledge of UK income taxation General familiarity with aspects of UK Capital Gains Tax and Inheritance Tax and their use in tax planning

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?