At a Glance
- Tasks: Manage a portfolio of Company and Trust structures, ensuring compliance and maintaining client relationships.
- Company: Independent Corporate Services provider in the heart of London.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Ideal for those seeking a challenging role with excellent career progression.
- Why this job: Join a unique opportunity to grow your career in fiduciary services and make a real impact.
- Qualifications: Experience in Company and Trust law, bookkeeping, and relevant qualifications like ICSA.
The predicted salary is between 45000 - 55000 £ per year.
An exclusive and rare opportunity has arisen for a Company and Trust Manager to join an independent Corporate Services provider in London. The role will be to administer a portfolio of Company and Trust structures including book-keeping and accounts review for the same.
If you have experience of complex fiduciary structures with a good understanding of Director and Trustee duties, then this could be a great opportunity for you.
Responsibilities:
- Responsibility for all aspects of day to day administration for a portfolio of clients
- Direct client and intermediary contact (written and verbal)
- Maintenance of client financial records
- Production of Minutes and governance documents
- Building and maintaining relationships with key clients, introducers and intermediaries
- Carrying out administration tasks to assigned deadlines
- Carrying out statutory and governance work for a range of companies across various jurisdictions, within filing deadlines
Experience and Qualifications:
- Working knowledge of Company and Trust law and statutory and regulatory obligations
- Book-keeping for Companies and Trusts
- Hold a relevant qualification, i.e. ICSA/Governance Institute, STEP
- Demonstrable industry experience in a similar role
- UK Tax awareness (desirable)
Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send your latest CV to Chris Costi at ChrisC@AgreusGroup.com
REF: AGR2780
Company and Trust Manager/Assistant Manager – Trust and Corporate Services Provider – London employer: Agreus Group
As a Chief Financial Officer at this prestigious single-family office in London, you will be part of a dynamic and supportive work environment that values both professional excellence and personal growth. The company offers competitive remuneration, including a discretionary bonus, and fosters a culture of collaboration and innovation, allowing you to lead a talented team while engaging directly with the family on strategic financial decisions. With opportunities for development and a focus on high-net-worth individuals, this role provides a unique chance to make a meaningful impact in a sophisticated financial landscape.
