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- Tasks: Manage diverse client portfolios and provide high-quality trustee services.
- Company: Join TMF Group, a global leader in administrative services.
- Benefits: Professional development, international exposure, and flat hierarchies.
- Other info: Dynamic environment with direct access to management and training support.
- Why this job: Be part of an exciting international company with career growth opportunities.
- Qualifications: 3+ years in corporate trustee roles and strong legal documentation skills.
The predicted salary is between 50000 - 60000 £ per year.
Brighton, United Kingdom, London, United Kingdom
Full Time, Permanent
Categories: Entity Management, Funds, Internal Legal
We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.
About TMF Group
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11,000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.
Discover the Role
Join the Trustee team to provide high-quality trustee services on diverse, interesting assets, servicing global clients. Work will include servicing a portfolio of clients, acting as the primary day-to-day contact for the provision of corporate trustee, and building relationships with stakeholders and clients.
Key Responsibilities
- Understand client requirements and undertake the day-to-day management of a portfolio of clients.
- Provision of work at a high level of foundation technical content, on more specific and specialised work such as amendments, restructurings and events of defaults.
- Work with colleagues to define priorities, giving guidance, sharing know-how, providing expertise, and supporting junior members of the team as required.
- Identify areas for improvement in policies, processes, procedures and systems.
- Assist with internal KYC and on-boarding processes.
- Carrying out any ad hoc requests from the Senior Managers and Head SPV of Trustee Services.
- Ensure that all relevant transaction-linked information and contact information is being put in data management system.
- Drafting (in general limited to in-house agreements), review and execution of legal documentation in line with internal process.
- Participate in a wide variety of structured finance transactions.
- Take responsibility and ownership for a portfolio of SPV clients.
- Liaison with clients, external transaction parties and internal deal teams to ensure the smooth setup and ongoing management of the transaction.
- Review of transaction documentation for transaction obligations after the closing of a transaction, establish necessary procedures for ongoing management of the transaction.
- Manage existing transaction issues as they arise including dealing with ad hoc enquiries, amendments to transaction documents, restructurings, default and termination processes and other matters during the life of the transaction.
- Post time accurately in the internal time management system keeping to relevant submission deadline.
- Review client WIP and recoverability and billing, including debtor management and credit control working with internal finance.
- Maintain/manage/develop excellent working relationships with all clients/advisors and promote services where appropriate.
- Be an initial escalation point and handle employee and client issues to achieve resolution.
- Contribute towards business development including preparing quotes, meeting with clients etc.
- Liaise with clients, law firms, investment banks and other industry professionals, leading meetings as necessary.
- Understand the strategic importance of revenue, productivity, and chargeability.
- Work with the Head of Business Unit to understand TMF Group strategic objectives and apply these into deliverables for the team.
Requirements
- Work with the Head of SPV legal background preferred.
- Minimum of 3 years’ experience in a similar role within a corporate trustee role or general legal review of corporate trust documentation.
- Competent in all MS Office packages (Word, PowerPoint, Excel, Outlook).
- Fluent in both written and spoken English.
- Familiarity and understanding of payment systems and processes.
What’s in it for you?
- An exciting opportunity in an international company.
- Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy.
- A career within an ever-evolving market.
- Flat hierarchies with direct contact to management and international exchange.
We’re looking forward to getting to know you!
Transaction Manager - Trustee Services in Fife employer: TMF Group
Contact Detail:
TMF Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Manager - Trustee Services in Fife
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand TMF Group's services and values so you can show how you fit into their mission. Tailor your answers to reflect their needs!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s your turn in the hot seat.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Transaction Manager - Trustee Services in Fife
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transaction Manager role. Highlight relevant experience in corporate trustee services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Keep it concise but impactful – we love a good story!
Showcase Your Skills: Don’t forget to highlight your technical skills, especially in legal documentation and client management. We’re looking for someone who can hit the ground running, so make sure we see your expertise front and centre.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us without any hiccups. Plus, you’ll find all the info you need about the role right there!
How to prepare for a job interview at TMF Group
✨Know Your Stuff
Make sure you understand the key responsibilities of a Transaction Manager in Trustee Services. Brush up on your knowledge of corporate trustee roles, legal documentation, and the specific services TMF Group provides. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in managing client portfolios and handling complex transactions. Use specific examples to illustrate how you've successfully navigated challenges in similar roles. This will demonstrate your capability and readiness for the position.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their experiences at TMF Group and express your enthusiasm for working with clients and stakeholders. A good rapport can set you apart from other candidates.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage transaction issues. Think of past situations where you had to resolve conflicts or make critical decisions, and be ready to share those stories. This will highlight your practical experience and strategic thinking.