Trust Manager
Job Ref: LF
26908
Posted: 2023-09-18
Working closely with the Assistant Manager, in the position of Trust Manager you will be responsible for providing a proactive, high-quality service to the UNHW client structures, liaising closely with advisers, family principals and other service providers as required.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Day-to-day supervision and management of a designated client portfolio.
Understanding client entities and the responsibilities and roles of each party e.g. Protectors.
Reviewing of trust deeds, company articles, legal agreements etc. to identify key clauses and terms.
Approving payments, investments and monitoring cash liquidity across structures.
Complying with BTL policies and procedures.
Managing file reviews and action points.