Account Manager - Trusts
On behalf of our client a well known and highly respected financial services company, we are actively recruiting for the role of Account Manager – Trust. This is an exciting opportunity to further your career in a forward-thinking company.
- Carrying out the day to day administration of varied portfolio of trusts and their related investment holding companies
- Carrying out regular investment reviews
- Reviewing trust deeds
- Carrying out administrative tasks i.e drafting minutes/resolutions
- Responsible for handling compliance related issues
- Other Ad Hoc duties as required
- Professional Trustee Qualification & a Degree in a Business-related field
- 5-7 years post qualified experience in offshore trusts
- Member of STEP is preferable
- Strong working knowledge of corporate structures and regulatory requirements
- Proficient in; Microsoft Office Suite and Viewpoint.
- Excellent communication skills, both verbal and written
If you would like more information on the above position, apply today for a confidential conversation.