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Trust Manager
- To be advised
- Permanent, Full Time
- Closing in 51 days
- Search and Select Recruitment Agency
Our client seeks a Trust manager to join their team. Role Profile: Responsible for the day to day management of a complex and varied portfolio of clients whilst working alongside the Management Team to supervise and oversee the delivery of Client Service. The role requires supervisory, coaching and leadership skills in managing the team. The role holder will be expected to have the ability to manage clients and client advisors so as to resolve key issues effectively and select and deliver planned and effective solutions in a timely, operationally viable and cost-effective basis whilst protecting the integrity of the company. The role also requires participation in marketing the business and involvement in the take on process of any new business. The role holder will be motivated and driven to deliver results, to aim high.
Key responsibilities:
Day to day management and oversight of the Client Service team and Client portfolio, including building and maintaining good working relationships with both Clients and Intermediaries Directorships on client companies
Financial management of your client portfolio
Fee collection Monitoring the financial statement preparation process and related tax reporting Ensuring high standards of service delivery at all times, ensuring a high standard of compliance with all regulatory obligations
Key Skills & amp Experience:
Essential Relevant professional qualification, i.e. STEP, Governance Institute, ACA, ACCA10+ years in the TCSP industry with 2+ years in a management position
Working knowledge of the current AML legislation and FSA rule book as they apply to a regulated TCSP
Desirable Investment knowledge
Ability to identify and consider tax and legal implications of transactions
Proven track record of managing a team within the TCSP sector
Pragmatic with excellent problem-solving skills
Possess strong interpersonal skills
A team player with ability to communicate at all levels
Ability to produce quality work to deadlines
Be driven and highly motivated to progress hands-on and efficient approach to the management and development of others, encouraging collaboration PC and MS Office literate
Structured approach to work, with excellent organisational skills
Self-motivated
Ambition to succeed
Effective manager and adapter to change
If you have the required skills please apply online at searchandselect.com quoting reference number: 15419
