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Trust Manager

Job Description

This role involves working with the management team to maintain trust structures and guarantee top-notch customer service while managing a portfolio of trusts and companies for high net worth individuals worldwide.

Duties also involve supervising an administrative team, fostering strong bonds with intermediaries and clients, examining account files, communicating with tax advisors, and coordinating with external auditors.

Along with monitoring client work in progress (WIP), invoicing, and cash collection, the function also entails creating client meeting packets, approving payments, making sure time sheets are completed every day, and reaching chargeability, WIP, recoverability, and debtor targets on time.

The ideal applicant will be adaptable, capable of working under time constraints, and cooperative. A professional qualification in ICSA/ACCA/ICAEW or its equivalent, ten years of experience, and outstanding written, verbal, and interpersonal communication skills are required for this role. 

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Job Type

Permanent

Employment type

Full Time

Industry

Trust and Company

Published

30th July 2024

Job ID

36108

Jessica-Jaye Stoneman

+441534500014

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