TRUST MANAGER JOB, LONDON - 6 or 12 MONTH FIXED TERM CONTRACT
Seize this unique opportunity to develop your trust career working for this leading provider of innovative investment management, fund and asset administration, fiduciary and banking solutions to corporates, institutions and affluent individuals. Play an integral part in its future success administering a case load of onshore trusts and providing technical advice and guidance. Your relevant UK private client trust administration experience and good knowledge of UK trust law and taxation issues, you will be ready to take on the new challenge this exciting role will offer. Do not miss your chance to secure a 6 or 12 month fixed term contract role with a reputable company, by registering your interest today.
Duties and responsibilities:
- Administering a case load of UK resident private client trusts without supervision.
- Reviewing and interpreting trust deeds and related documents.
- Liaising with settlors and beneficiaries.
- Contacting trust solicitors, accountants, investment managers, land agents etc.
- Completing investment reviews and action investment changes.
- Reviewing annual accounts and completing annual trust review forms.
Candidate specification:
- Relevant UK private client trust administration experience.
- Good knowledge of UK trust law and taxation as it relates to UK trust work.
- PC Literate.
- Knowledge of Solution 6 trust accounts.
- ACIB or STEP qualified.
- Ability to work as part of a team with limited supervision.
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