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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.
- Why this job: Make an impact in a dynamic environment with exciting challenges.
- Qualifications: Degree (2:1 or above) and 3+ years in corporate trustee roles.
- Other info: Collaborate with experts and build strong client relationships.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
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.
- Work with the Head of SPV & Trustee Services and Commercial Director to develop client and other external relationships.
- Keep up to date on changes in the market, legislation, regulation and best practice, cascading and training as necessary.
Key Requirements
- Degree qualifications (2:1 or above) or equivalent; 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.
Benefits & Development Opportunities
- 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.
Other Details
- Seniority level: Associate.
- Employment type: Full-time.
- Job function: Legal, Finance and Administrative.
- Industries: Financial Services and Capital Markets.
Senior Trustee Associate employer: TMF Group
Contact Detail:
TMF Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trustee Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Senior Trustee Associate role. 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 TMF Group and understanding their services. Be ready to discuss how your experience aligns with their needs, especially in managing client portfolios and handling complex transactions.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've improved processes or managed client relationships in previous roles. This will demonstrate your value and fit for the Senior Trustee Associate position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at TMF Group.
We think you need these skills to ace Senior Trustee Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trustee Associate role. Highlight relevant experience and skills that match the job description, especially your legal background and corporate trustee experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've managed client portfolios or improved processes in previous roles.
Showcase Your Communication Skills: Since this role involves liaising with clients and stakeholders, make sure to demonstrate your strong communication skills in your application. Use clear and concise language, and don’t forget to proofread for any errors!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to track your application and ensure it reaches the right people!
How to prepare for a job interview at TMF Group
✨Know Your Stuff
Make sure you understand the key responsibilities of a Senior Trustee Associate. Brush up on your knowledge of corporate trustee services, especially around amendments and restructurings. Being able to discuss specific examples from your experience will show that you're not just familiar with the role, but that you can hit the ground running.
✨Build Relationships
Since this role involves liaising with clients and stakeholders, think about how you can demonstrate your relationship-building skills. Prepare examples of how you've successfully managed client relationships in the past, and be ready to discuss how you would approach building rapport with TMF Group's diverse clientele.
✨Show Your Problem-Solving Skills
The job requires identifying areas for improvement and managing transaction issues. Be prepared to share instances where you've identified problems and implemented solutions. This could be anything from streamlining processes to resolving client queries effectively.
✨Stay Current
Keep yourself updated on changes in legislation and market practices relevant to the financial services sector. During the interview, mention any recent developments you've followed and how they might impact the role. This shows your commitment to staying informed and your proactive approach to professional development.
