Trust Manager

Randstad Finance; Bournemouth; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading recruitment agency in the UK is seeking an experienced Trust Manager to join their Private Client team. This role involves managing trusts, providing excellent client service, and ensuring compliance with trust law. The ideal candidate will have over 5 years of administrative experience and a keen interest in trust law. This position offers a supportive environment for professional expertise development.

Qualifications

• Minimum 5+ years of general office administration experience.
• Interest in trust law, with an opportunity for STEP qualification.
• Strong organizational skills and attention to detail.

Responsibilities

• Draft trust deeds and manage a caseload of compliant trusts.
• Perform daily trust administration and liaise with relevant parties.
• Monitor trust assets and maintain accurate records.

Skills

General office administration experience

Organizational skills

Interest in trust law

Client-focused

Communication skills

Job description

Overview

Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment.

Key Responsibilities

• Draft trust deeds and manage a caseload of compliant trusts.
• Perform daily trust administration and liaise with relevant parties.
• Monitor trust assets, communicate with investment managers, and maintain accurate records (including HMRC's Trust Registration Service).
• Oversee trust terminations and support the tax team with accounting and payments.
• Prepare annual trustee policy statements and assist with reviews and meetings.
• Manage property insurance, trust lists, and key date calendars.
• Maintain records for the firm's trust corporation.
• Provide excellent client service and prompt responses to inquiries.
• Manage time recording, billing, and cost control.
• Stay updated on trust law and best practices.
• Offer research and administrative support to solicitors.

Skills & Competencies

• Minimum 5+ years of general office administration experience.
• Interest in trust law, with an opportunity for STEP qualification.
• Strong organizational skills and attention to detail.
• Empathetic, client-focused, and experienced with older clients.
• Professional, credible, tactful, and an excellent communicator.