Responsibilities:
- Proactively manage a portfolio of Trusts
- Ensure all administration and compliance requirements are met
- Work closely with clients to understand their needs
- Support Senior Trust Manager with client meetings
- Liaise with internal and external stakeholders
- Ensure all records are kept up-to-date
- Develop and maintain relationships with clients
Skills:
- Strong understanding of Trust administration and compliance requirements
- Degree holder in accountancy, business, legal or related discipline
- Qualifications such as STEP, company secretary or CPA are desirable.
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work under pressure and meet deadlines
- Strong attention to detail
- Ability to work independently and in a team environment
