Trust Manager
Job Ref: LF
40949
Working directly with senior leadership, this Trust Manager role is responsible for maintaining high technical standards and operational efficiency across a trust administration team. This position requires strong client relationship management and proven leadership capability!
Location
Duties for this role include, but are not limited to:
- Managing and overseeing a team of Assistant Managers, Officers and Administrators in all aspects of trust and company administration.
- Taking responsibility for the day-to-day management and administration of an allocated portfolio of clients.
- Ensuring clients' needs are met effectively and that their entities are administered in accordance with applicable laws and internal procedures.
- Supporting Trust Directors and senior management in ensuring utilisation, billing and compliance targets are achieved.
- Monitoring portfolio billing and cash collection performance, ensuring debtors are kept to a minimum.
- Maintaining and reviewing systems to ensure deadlines are recognised and met, and work-in-progress is monitored effectively.
- Handling and resolving complex or unusual operational and managerial matters referred from both team members and senior management.
- Maintaining up-to-date knowledge of trust legislation, corporate governance, compliance and anti-money laundering requirements.
- Ensuring staff are appropriately trained and equipped to meet technical and regulatory standards.
- Managing performance appraisals and development discussions for direct and indirect reports.
- Attending management meetings and contributing to the development and enhancement of internal practices and procedures.
- Providing regular management information to senior leadership outlining team performance and progress.
- Acting as a signatory where appropriate and ensuring fiduciary obligations are discharged effectively at all times.
Skills / Qualifications
The ideal candidate will hold a relevant professional qualification such as STEP, CGI, ACCA or ACA, or alternatively have extensive experience in trust and company administration. They will demonstrate strong technical knowledge across fiduciary structures, financial transactions and regulatory compliance requirements. Proven leadership capability is essential, alongside the ability to manage team performance, billing targets and operational efficiency. The successful candidate will possess strong communication, interpersonal and influencing skills, and be confident engaging with clients, directors and staff across all levels. A commercial mindset, integrity and the ability to balance governance standards with client service excellence are key attributes for success in this role.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.