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- Tasks: Manage a diverse portfolio of clients 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: Collaborate with global teams and enhance your skills through extensive training.
- Why this job: Make an impact in a dynamic environment with exciting career growth.
- Qualifications: Degree (2.1 or above) and 3+ years in corporate trustee roles.
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.
- 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.
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 employer: TMF Group
Contact Detail:
TMF Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Manager - Trustee Services
✨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 Transaction Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching TMF Group and understanding their services. Tailor your responses to show how your experience aligns with their needs, especially in trustee services and client management.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the role. Highlight your experience in corporate trustee roles and your ability to manage client relationships effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the TMF Group team.
We think you need these skills to ace Transaction Manager - Trustee Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transaction Manager role. Highlight your experience in corporate trustee services and any relevant legal background. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it concise but impactful, and don’t forget to mention your understanding of client management.
Showcase Your Communication Skills: As a Transaction Manager, communication is key. In your application, demonstrate your ability to liaise with clients and stakeholders effectively. We love seeing examples of how you've built relationships in previous roles!
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 details 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 offers. 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 past roles. This will demonstrate your capability and readiness for the responsibilities outlined in the job description.
✨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 make a lasting impression and set you apart from other candidates.
✨Stay Updated
Familiarise yourself with current trends and changes in the market, legislation, and best practices related to trustee services. Being able to discuss these topics during your interview will show that you're proactive and committed to staying informed, which is crucial for a role that involves ongoing management of transactions.