Trust Lawyer / Professional (London)

Lexius Search; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A professional services firm in London is seeking an experienced Client Manager to oversee client companies and develop business relations. The ideal candidate has a law or tax education, several years of experience in a similar role, and advanced computer skills. Responsibilities include managing client portfolios, coordinating activities, and supervising support staff. This position requires excellent communication and organizational skills, along with the ability to meet tight deadlines.

Qualifications

• Several years of experience in a similar position or with a Trust or professional services.
• Advanced computer skills.
• Experience in London.

Responsibilities

• Manage client companies and undertake business development.
• Coordinate legal and administrative activities for clients.
• Supervise and coordinate work of paralegals and accountants.

Skills

Client management

Business development

Problem-solving

Organizational skills

Presentation skills

Communication skills

Education

Law or tax education at University level

Tools

Word

Excel

Outlook

Job description

Job Description

• You will manage client companies and undertake business development towards clients.
• Manage client interests: coordinate legal, administrative and banking activities for clients, fully understand the client’s activities and make sure that any action taken is consistent with the client company’s purpose and is within the legal and economic framework of the company.
• Manage a complex portfolio of trusts in all aspects, in accordance with the Trust instrument and all new and amended legislation, case law and practice.
• Deal with the termination of trusts following the death of a life tenant, coming of age or other event ensuring that all trust closing procedures are followed.
• Day to day management of estates where the company acts as executor/administrator or under a power of attorney in accordance with the Will and relevant legislation.
• Develop existing and new business relations and expand client base; obtain additional work from client as well as referrals to new clients.
• Be the main contact person for clients for day to day business of client company.
• Coordinate issues concerning taxes, administration and banking of client companies.
• Supervise, coordinate, administer and control the work of the paralegals and accountants including the processing of documentation.
• Ultimately responsible for the client files.
• Keep the client companies in legal good standing.

Qualifications and Requirements

• Preferably a law, tax education at University level.
• Good command of English.
• Good presentation and client oriented.
• Several years of experience in a similar position or with a Trust / professional services or a Law firm.
• e STEP qualified or equivalent, not a must however a pro e required to manage a complex portfolio of trusts and requires a combination of accounting, taxation, legal, investment, and commercial experience.
• Experience in London.
• Advanced computer skills (Word, Excel & Outlook).
• You are able to solve problems, have a pro-active approach, work independently, re a team player, you demonstrate excellent communication and organizational skills, stress resistant and an ability to meet tight deadlines.