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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39677

An independent, privately owned trust company is seeking a proactive Assistant Trust Manager to join their team and assist with the management of day to day operations for the administration of trusts and companies.

Working closely with the Managers and Directors, you will identify opportunities for business growth in line with the group’s strategy and ensure a first class personal service is delivered to existing and prospective high net worth clients,

Responsibilities will include:

  • Assisting with the management of a small team, ensuring appropriate allocation of clients and fair delegation of workloads 

  • Performing the day-to-day administration in maintaining assigned entities, ensuring compliance with regulatory requirements 

  • Liaising with, or accompanying the Trust Manager or Director to meetings with clients and third parties

  • Conducting performance appraisals and overseeing the development of a team of administrators 

  • Monitoring client transactions, ensuring compliance with regulatory requirements 

  • Acting as a category “C” employee and holding directorships of numerous client entities

Experience and skills required:

  • Minimum 5 years’ trust and company experience 

  • Completed studying towards a relevant professional Table 5 qualification and willingness to study towards a Table 4 qualification 

  • Excellent communication and organisation skills  

  • Ability to assist with the management and development of a small team 

  • Good working knowledge of the offshore trust industry and all relevant laws, orders and regulations 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.