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- Tasks: Manage a diverse portfolio of UK trusts and handle estate administration.
- Company: Apex Group is a global leader in fund administration with over 13,000 employees worldwide.
- Benefits: Enjoy a supportive environment that empowers your unique skills and offers career growth opportunities.
- Why this job: Be part of a dynamic team that values innovation and client relationships while making a real impact.
- Qualifications: Must be STEP qualified with 5 years of relevant experience in trusts and estates.
- Other info: Join a company that prioritises personal development and compliance training.
The predicted salary is between 43200 - 72000 £ per year.
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Role Purpose
To manage a varied portfolio of UK trusts, and deal with estate administration.
Competently and autonomously manage a portfolio of trusts and estates and have client relationship management responsibility. Carry out duties in a professional manner and in accordance with policies and procedures, legal/regulatory requirements, service levels and company standards so as to meet with business expectations.
Accountabilities & Main Responsibilities
To manage a portfolio of trust structures and estate administration in all aspects, in accordance with the relevant documentation and all new and amended legislation, case law and practice, including but not limited to:
- Arrange income and capital distributions to beneficiaries and to correctly document the same.
- Prepare and review all tax calculations for your client portfolio.
- Maintain and monitor diary notes and workflows for your client portfolio on CCH Central
- Ensure that the investment policy statement is relevant, up to date and any restrictions correctly documented.
- Prepare and maintain accurate trust summaries across your client portfolio.
- Deal with the establishment of new structures and the onboarding of new clients, in accordance with company policy and procedures
- Deal with the termination of trusts following the death of a life tenant, coming of age or other event ensuring that all trust closing procedures are followed.
- Be responsible for the annual fees calculated for your portfolio of clients. Capture additional work undertaken and invoice this as agreed with Senior Management.
- To be responsible for the client relationship management for own portfolio of clients. To ensure service delivered meets company policy and/or service level agreement.
- Represent the Group to beneficiaries, potential clients and their professional advisers.
- Participate and provide support to all new business activities.
- Liaise with the Operations Team as appropriate with regards to billing, data entry and bank reconciliations
- Contribute to any relevant tasks arising out of on-going projects.
- Ensure that the client information on CCH Central is accurate at all times.
- Provide accurate and timely monthly reports of key management information to Senior Management or as required.
- Review the work of junior members of the team for completeness and accuracy.
Additional Responsibilities
- Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
- Ensure that all compliance and mandatory training is completed within required timescales.
- To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.
- Ensure personal development records are kept up-to-date on relevant systems and annual/semi-annual appraisals are held and documented in a timely manner
Qualifications & Skills
- The jobholder must be STEP qualified or equivalent.
- Typically 5 years of relevant industry/specialist experience
- Has sound technical knowledge of their respective field
- Act as a point of contact with internal or external clients/stakeholders
- The jobholder will be required to manage a portfolio of trusts and requires a combination of accounting, taxation, legal, investment, and commercial experience.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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Trust Manager employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Familiarise yourself with the latest regulations and legislation related to trust management. Being well-versed in current laws will not only boost your confidence but also demonstrate your commitment to staying updated in this field.
✨Tip Number 2
Network with professionals in the trust and estate administration sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at Apex Group.
✨Tip Number 3
Showcase your client relationship management skills during interviews. Prepare examples of how you've successfully managed client portfolios in the past, as this is a key responsibility for the Trust Manager role.
✨Tip Number 4
Research Apex Group's values and recent projects. Understanding their mission and how they operate will help you align your answers with their expectations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trust Manager. Familiarise yourself with trust structures, estate administration, and the specific qualifications required, such as being STEP qualified.
Tailor Your CV: Customise your CV to highlight relevant experience in managing trusts and estates. Emphasise your technical knowledge in accounting, taxation, and legal matters, as well as any client relationship management experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with Apex Group's values and how you can contribute to their growth and transformation journey.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Apex Group Ltd
✨Know Your Trusts
Make sure you have a solid understanding of trust management and estate administration. Familiarise yourself with the relevant legislation and case law, as well as the specific responsibilities outlined in the job description.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively and build trust with clients, as this role heavily relies on client interaction.
✨Showcase Your Technical Knowledge
Be ready to discuss your technical expertise in accounting, taxation, and legal matters related to trusts. This will demonstrate that you have the necessary skills to manage a varied portfolio effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to trust management and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
