Trust - Assistant Manager

Are you a Trust Administration professional that's looking to take the next step in your career? If so, this rare and unique opportunity could be worth exploring.

Our client, a well-established financial services organisation, is seeking an Assistant Trust Manager to join their Trust department in London. This role involves delivering high-quality trust administration services to clients, including performing key executive functions of a Trustee as well as handling estate administration duties.

As an Assistant Trust Manager, the successful candidate will play a vital role in supporting the trust team and contributing to the consistently high standard of service delivered to clients. The ideal candidate will have a strong foundation in trust administration, typically with three to five years of experience as a Trust Administrator, Trust Officer, or in a similar role.

A STEP qualification is highly desirable, although candidates with relevant offshore trust experience will also be considered.

Key Responsibilities

• Administering a varied portfolio of trusts and estates in accordance with legal, regulatory, and internal standards
• Performing key executive functions of a Trustee
• Managing all aspects of estate administration from initiation through to distribution
• Coordinating with internal departments and external advisers to ensure accurate and efficient administration
• Maintaining client records and documentation to the highest compliance standards
• Contributing to ongoing service improvements and team development