01 Mar 2019

Trust Manager

Ref 30982

A privately owned and independent trust company is looking for a STEP or ICSA qualified individual to join their growing team as a Trust Manager. The role holder will report directly to a Trust Director, and will be responsible for the following duties:

  • Manage a team of administrators in all aspects of trust and company administration and have responsibility for the day to day running of the team and its systems
  • Ensure that employee utilization and targets are met and that all internal and regulatory requirements are adhered to.
  • Manage and delegate tasks to the team members and assist them with tasks and training as appropriate.
  • Handle and resolve complex/unusual operational and managerial problems that are referred to from above and below. 
  • Build and maintain solid relationships with clients and intermediaries
  • Responsible for team’s cash collection and debtor reporting
  • Responsible for performance management and timely, effective completion of the teams’ appraisals
  • Responsible for ensuring/facilitating the training and development of administration staff in the team Contribute to management meetings and the enhancement /development of internal practices and procedures

The successful candidate will ideally have the following skills:

  • Have a sound knowledge of trust and company administration, recording of financial transactions, understanding of financial reports and relevant regulatory requirements
  • A minimum of 5 years relevant experience in the trust industry
  • A proven track record of client service excellence
  • Evidence of successful client engagement experience
  • Previous experience of successfully managing a team
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