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For Companies At a Glance
- Tasks: Draft trust deeds, manage trusts, and provide excellent client service.
- Company: Join a reputable firm with a focus on professional growth.
- Benefits: Competitive salary, supportive environment, and opportunities for STEP qualification.
- Why this job: Make a real difference in clients' lives while developing your expertise in trust law.
- Qualifications: 5+ years of office administration experience and strong communication skills.
- Other info: Dynamic team culture that values collaboration and flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Key Responsibilities:
- Draft trust deeds and manage a caseload of compliant trusts.
- Perform daily trust administration and liaise with relevant parties.
- Monitor trust assets, communicate with investment managers, and maintain accurate records (including HMRC's Trust Registration Service).
- Oversee trust terminations and support the tax team with accounting and payments.
- Prepare annual trustee policy statements and assist with reviews and meetings.
- Manage property insurance, trust lists, and key date calendars.
- Maintain records for the firm's trust corporation.
- Provide excellent client service and prompt responses to inquiries.
- Manage time recording, billing, and cost control.
- Stay updated on trust law and best practices.
- Offer research and administrative support to solicitors.
Skills & Competencies:
- Minimum 5+ years of general office administration experience.
- Interest in trust law, with an opportunity for STEP qualification.
- Strong organizational skills and attention to detail.
- Empathetic, client-focused, and experienced with older clients.
- Professional, credible, tactful, and an excellent communicator.
- Positive, enthusiastic, collaborative, and flexible team player.
Trust Manager employer: Randstad Finance
Contact Detail:
Randstad Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust management field and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone hiring.
✨Tip Number 2
Prepare for interviews by brushing up on trust law and best practices. Show that you're not just interested in the role but also passionate about the field. We recommend having a few insightful questions ready to impress your interviewers!
✨Tip Number 3
Tailor your approach! When you apply through our website, make sure to highlight your relevant experience in trust administration and client service. Use specific examples that showcase your skills and competencies.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the position and gives you another chance to reiterate why you're the perfect fit.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trust Manager role. Highlight your experience in trust administration and any relevant skills that match the job description. We want to see how you fit into our team!
Showcase Your Experience: With a minimum of 5+ years in office administration, don’t hold back! Share specific examples of your past roles, especially those related to trust law and client service. This helps us understand your journey and how you can contribute.
Be Clear and Concise: When drafting your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the Trust Manager position. Don’t miss out!
How to prepare for a job interview at Randstad Finance
✨Know Your Trust Law
Brush up on the basics of trust law before your interview. Understanding key concepts and recent changes will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills. Discuss how you've managed caseloads or maintained accurate records in previous roles, as this is crucial for a Trust Manager.
✨Client Service is Key
Be ready to talk about your experience with client interactions, especially with older clients. Share specific instances where you provided excellent service or resolved issues promptly to demonstrate your empathetic approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to trust management and their expectations for the role. This shows your enthusiasm and helps you gauge if the company aligns with your values.
