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
Join a prestigious Single Family Office in London, where you will be part of a dynamic Public Equity team that values both technical expertise and cultural fit. The company fosters a collaborative work environment, offering opportunities for professional growth and development while investing in a diverse portfolio across global markets. With a commitment to an Absolute Return philosophy, employees benefit from a supportive culture that encourages innovative investment strategies and personal initiative.
