Associate Director | Trust and Company
Become an integral part of this independent trust company where providing a professional and an adaptable service to clients is at the heart of this business.
You will maintain a close relationship with private clients and adjust the service delivered as required. To fulfil your role you will have full support of the administration team who will undertake the tasks assigned to them.
Responsibilities will include:
- Assisting the Director and covering their role in their absence
- Managing a portfolio of high net worth clients and varied structures
- Analysis of client requests with reference to the Directors where appropriate on legal matters
- Ensuring the implementation and adherence to the terms of trust and company procedures
- Day-to-day liaison with clients, their advisers and other professional parties
Experience and skills required:
- Extensive private client trust experience
- STEP and/or ICSA qualified
- Experience of managing a diverse portfolio of structures
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email firstname.lastname@example.org
We are an equal opportunity employer and value diversity at all times.
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