Assistant Trust Manager
Job Description
This role is suitable for a solution-oriented individual capable of working collaboratively with client directors, peers and administrators to share expertise for a leading, independent provider.
Key accountabilities include:
- Working closely with Client Directors on proactive entity management and maintenance
- Ensuring data and records of all entities are up to date and accurate
- Delivery of all client work, ensuring KPIs are up to date at all times
- Supporting highly effective fiduciary decision making
You will need:
Preferred minimum qualifications: STEP, ICSA, Accountancy or Legal
- 7 – 10 yrs experience serving HNW international families- Good understanding of the issues facing HNW families and their structures- Proven ability in managing complex international fiduciary structures- Full understanding of local trust & co. legislation and regulatory requirements