Trust Management Lawyer

K2 Recruit; Durban; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A legal services firm is seeking an experienced candidate to join their UK Private Client Trust Management team. This role involves reviewing and updating trust documentation for UK law firm clients. The ideal candidate must possess an LLB Degree, be an admitted attorney, and have at least 2 years of post-admission experience in trust management. Excellent communication, attention to detail, and a client-centric approach are crucial. The position offers an opportunity to leverage technology and AI for enhanced client service.

Qualifications

• Minimum 2 years post-admission experience in trust management.
• Strong understanding of trust structures, fiduciary duties, tax implications, and compliance issues.
• Proven experience in managing high-value or complex trust portfolios.

Responsibilities

• Review and update trust documentation.
• Deliver a brilliant client experience.
• Leverage technology and AI to create competitive advantage.
• Stay at the forefront of innovation in the UK Trusts space.

Skills

Client-centric

Excellent communicator

Attention to detail

Tech and AI savvy

Education

LLB Degree (or equivalent)

Admitted Attorney in good standing

Job description

About Us

The company is a Legal Professional Services Firm based in Umhlanga. They specialize in supporting professional services firms and highly regulated businesses based in the United Kingdom to manage risk and compliance, optimize profitability, and enhance customer experiences. With an excellent track record of working with brands in the UK and Europe, they offer legal and accountancy talent, client service, complaints management, and remediation services in regulated markets

Job Summary

We are looking for an A-Player to join our UK Private Client Trust Management team, servicing our UK law firm clients. You will generate fees by reviewing and updating trust documentation based on input from experienced UK solicitors. You must be an excellent communicator, proactive, empathetic, tech savvy, and pay attention to detail, to create an exceptional client experience.

Key Responsibilities

• Review and update trust documentation.
• Deliver a Brilliant client experience.
• Leverage technology and AI to create competitive advantage.
• Stay at the forefront of innovation in the UK Trusts space.

Qualifications

• LLB Degree (or equivalent).
• Admitted Attorney in good standing.
• Minimum 2 years post-admission experience in trust management
• Strong understanding of trust structures, fiduciary duties, tax implications, and compliance issues.
• Proven experience in managing high-value or complex trust portfolios.
• Excellent written and verbal communication skills.li>
• Strong interpersonal skills with the ability to build long-term client relationships.
• High attention to detail, discretion, and integrity in handling sensitive matters.

Skills

• Client-centric.
• Excellent communicator.
• Attention to detail.
• Ability to multi-task in a complex, fast-paced legal
• Tech and AI savvy.

A-Player

• Self-managed.
• Adds insights above and beyond.
• Someone a leader would gladly rehire.
• Has an unquenchable thirst for learning.
• Is obsessed with client experience.
• Is brave, proactive and innovative.