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Trust Administration & Client Relations Lead

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 80,000 - 100,000

Full time

2 days ago
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Job summary

A financial services company in the United Kingdom seeks a professional to manage day-to-day operations, develop client relationships, and ensure compliance with local legislation. Key responsibilities include identifying new business opportunities, maintaining statutory records, and ensuring clients' assets are well-managed. The role requires attending meetings with clients and advisors and completing trust control functions efficiently.

Responsibilities

  • Responsible for the efficient day-to-day management of the Company’s affairs.
  • Build and develop client and intermediary relationships.
  • Identify and convert new business opportunities.
  • Attend meetings with clients and/or their advisors.
  • Maintain statutory records for entities under administration.
  • Complete all trust control functions on time.
  • Ensure all clients’ assets are under full control of the trust.
Job description
A financial services company in the United Kingdom seeks a professional to manage day-to-day operations, develop client relationships, and ensure compliance with local legislation. Key responsibilities include identifying new business opportunities, maintaining statutory records, and ensuring clients' assets are well-managed. The role requires attending meetings with clients and advisors and completing trust control functions efficiently.
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