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- Tasks: Manage trust portfolios and deliver top-notch client service in a dynamic environment.
- Company: Join a prestigious Family Office team known for excellence.
- Benefits: Competitive salary, career progression, and supportive team culture.
- Why this job: Make a real impact while building a long-term career in trust administration.
- Qualifications: Experience in trust administration and strong communication skills required.
- Other info: Opportunity to mentor junior team members and grow your leadership skills.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity to join a highly regarded Family Office team, delivering high-quality trust and fiduciary services to a defined portfolio of private clients! The role offers scope to operate at Senior Officer level or progress into an Assistant Trust Manager position, depending on experience.
Duties for this role include, but are not limited to:
- Managing the day-to-day administration of a portfolio of trust and fiduciary structures.
- Delivering a consistently high standard of client service across all aspects of trust administration.
- Acting as a key point of contact for clients and professional advisers.
- Preparing and reviewing trust documentation, resolutions and correspondence.
- Ensuring structures are administered in line with trust deeds, policies, procedures and regulatory requirements.
- Supporting the Manager with the organisation and prioritisation of daily workloads.
- Providing guidance and support to less experienced team members.
- Assisting with or overseeing the preparation of client reviews and reporting.
- At Assistant Trust Manager level, managing staff performance and development.
- Deputising for the Manager in departmental matters as required.
The ideal candidate will have strong experience within trust and fiduciary administration, with the ability to manage a portfolio independently and deliver excellent client service. They will demonstrate sound technical knowledge, strong organisational skills and the confidence to liaise effectively with clients and advisers. Candidates operating at Assistant Trust Manager level will also have experience supporting or managing team members and contributing to workload planning. A proactive attitude, strong communication skills and a genuine interest in building a long‑term career within a Family Office environment are essential.
Senior Trust Officer / Assistant Trust Manager employer: Leapfrog Recruitment Consultants
Contact Detail:
Leapfrog Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Officer / Assistant Trust Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and fiduciary sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Familiarise yourself with their portfolio and recent news. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to trust administration and client service. We recommend doing mock interviews with friends or mentors to build your confidence and refine your delivery.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Senior Trust Officer / Assistant Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your trust and fiduciary administration experience, as well as any relevant qualifications that show you can manage a portfolio independently.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Senior Trust Officer/Assistant Trust Manager role. Share specific examples of how you've delivered excellent client service and managed teams, if applicable.
Showcase Your Communication Skills: Since this role involves liaising with clients and advisers, make sure your written application demonstrates your strong communication skills. Keep your language clear and professional, but don’t be afraid to let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Know Your Trust Fundamentals
Make sure you brush up on your trust and fiduciary administration knowledge. Understand the key principles and regulations that govern trust management, as this will help you answer technical questions confidently.
✨Showcase Your Client Service Skills
Prepare examples of how you've delivered excellent client service in previous roles. Think about specific situations where you went above and beyond for clients, as this will demonstrate your commitment to high standards.
✨Demonstrate Team Leadership Potential
If you're aiming for the Assistant Trust Manager position, be ready to discuss your experience in managing or supporting team members. Share instances where you've helped develop others or contributed to workload planning.
✨Ask Insightful Questions
Prepare thoughtful questions about the Family Office's approach to trust management and client relationships. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
