Assistant Trust Manager

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading firm is looking for an Assistant Trust Manager to oversee a complex portfolio of trusts and companies. This role emphasizes high-quality client service, risk mitigation, and team management through coaching. Candidates with strong fiduciary knowledge and a commitment to professional growth are preferred.

Qualifications

• 5-6+ years of experience with high-net-worth clients.
• Technical knowledge of fiduciary structures.
• Commitment to Continued Professional Development.

Responsibilities

• Manage a complex portfolio of trusts and companies.
• Ensure high standards of client service and risk management.
• Support team development through training and feedback.

Skills

Client service

Risk management

Team leadership

Communication

Education

A-Level or equivalent

Relevant professional qualification (e.g., STEP, ICSA)

Job description

Our client is seeking an Assistant Trust Manager to take administrative responsibility for a complex portfolio of trusts, companies, and other wealth structures. This role involves delivering high-quality client service, identifying and mitigating risk, and supporting the management of a team through training and coaching. The successful candidate will ensure the effective delivery of client commitments and contribute to business development opportunities.

Job Duties:

• Manage a complex portfolio of trusts, companies, and other wealth structures, ensuring first-class service.
• Provide technical and administrative support to the team, ensuring high standards of client service.
• Identify client needs, enhance service levels, and explore business development opportunities.
• Assist in managing the team by providing constructive performance feedback and supporting professional development.
• Conduct periodic performance appraisals for team members to facilitate their growth.
• Ensure client commitments are met to agreed deadlines and to a high standard.
• Identify and mitigate risk across the portfolio, escalating issues where necessary.

Job Requirements:

• 5-6+ years of experience working with high-net-worth clients and complex fiduciary structures.
• Proven ability to deliver excellent client service and manage technical and complex transactions.
• Strong technical knowledge of fiduciary structures and an awareness of industry developments.
• Experience in training and coaching team members to develop their skills.
• Excellent communication and leadership abilities.
• Relevant professional qualification (such as STEP or ICSA or similar).
• Educated to A-Level standard or equivalent.
• Commitment to maintaining Continued Professional Development (CPD) in line with qualifications.

What You'll Love:

Our client offers a collaborative and professional environment where you will have the opportunity to manage complex wealth structures and high-net-worth client relationships. With a strong emphasis on career development, this role provides a platform for progression and professional growth in the fiduciary sector.

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