Purpose of the role:
As the Assistant Trust Manager, you will be responsible for the effective and efficient administration of a portfolio of complex structures and proactively developing solutions to meet client needs and grow long-term relationships.
Responsibilities:
- Advise and liaise with members of the Trust team on all day-to-day matters coming within the scope of their daily duties
- Report to Managers, Senior Managers and Directors on points of interest or concern in connection with technical issues, staff relations and working practices
- Support the monitoring of group work in progress and pending jobs
- Assist with group organisation and control of workflows, working together with Managers and Directors with a view to seeing that work is carried out in an orderly and timely fashion
- Communicate directly with clients on a regular basis, including assisting in the opening of bank accounts and processing payments
- Ensure AML training is up to date whilst maintaining an awareness of the risk of money laundering
- Act as a mentor to junior staff members and facilitate staff development through guidance, training and performance feedback
Skills required:
- Qualified in STEP, ACCA, ACA or similar professional qualification, or working towards the same
- Proven experience in an administration role, demonstrating good technical skills
- Be proactive and forward-thinking, with the ability to deal with tasks independently and use your own initiative
- Strong time and organisational skills
- Enjoyment of working within a busy team and ensuring the efficient operation of the portfolio
- Excellent oral and written communication skills
- The ability to work with a comprehensive bespoke IT package including electronic filing of correspondence and permanent records and use of flexible database system