Trust Lawyer / Professional (London)

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

Job summary

A leading professional services firm in Greater London seeks an experienced Trust Manager to oversee client portfolios and ensure compliance with legal and economic frameworks. You will manage various client interests, develop business relationships, and coordinate with legal and banking activities. Ideal candidates will have a degree in Law or Tax, exceptional communication skills, and experience in a similar role, particularly within London. The firm values a proactive, problem-solving approach and offers a dynamic work environment.

Qualifications

• University-level education in Law or Tax.
• Several years of experience in a similar role.
• e STEP qualification or equivalent preferred.

Responsibilities

• Manage client companies and develop business relations.
• Coordinate legal, administrative, and banking activities.
• Administer trusts in accordance with legal frameworks.

Skills

Problem-solving skills

Excellent communication

Organizational skills

Client-oriented approach

Presentation skills

Team player

Education

Degree in Law or Tax

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Description

Responsibilities

• 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 required to manage a complex portfolio of trusts and requires a combination of accounting, taxation, legal, investment, and commercial experience.
• We are looking for someone with experience in London.
• You have 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.