Trust Manager

We have been exclusively assigned to appoint a Trust Manager on behalf of a leading fiduciary services provider. This is a rare and exciting opportunity to manage a portfolio of complex trust structures, including employee ownership trusts, while delivering high standards of administration, compliance, and client service.

Key Responsibilities

Commercial Management

• Ensure accurate time recording and timely billing.
• Monitor debtor balances and liaise with finance to support prompt collection.
• Meet defined Key Performance Indicators.
• Identify opportunities to enhance client value through additional services or restructuring.
• Support business development by nurturing client relationships and assisting with onboarding.
• Collaborate with internal teams to align pricing models and service agreements with market expectations.

Trust Administration

• Administer a diverse portfolio of trusts with a focus on quality and compliance.
• Serve as a primary contact for clients, intermediaries, and advisors.
• Review and approve trust transactions, documentation, and communications.
• Maintain trust records including resolutions, minutes, and statutory filings.
• Coordinate distributions, asset transfers, and other trust-related activities.
• Ensure accurate record-keeping and reporting via trust management systems.

Risk & Compliance

• Ensure compliance with UK and international regulations including FATCA, CRS, AML, and GDPR.
• Monitor trust activities for risk and escalate concerns as appropriate.
• Stay informed of regulatory changes and update internal procedures accordingly.
• Participate in audits and contribute to risk mitigation strategies.
• Uphold internal policies and AML obligations.

General Duties

• Attend client meetings and travel as required.
• Represent the business professionally in all stakeholder interactions.
• Contribute to internal projects aimed at improving operational efficiency.
• Participate in industry events and professional development activities.
• Maintain confidentiality and uphold high standards of integrity.
• Act as one of the nominated “Four Eyes” and a B Signatory where required.

Candidate Profile

• STEP, ICSA, or equivalent professional qualification (or currently working towards).
• Ideally 5+ years’ experience in trust or fiduciary services.
• Strong knowledge of trust and company law, AML/CFT regulations, and governance standards.
• Excellent interpersonal and communication skills with a client-focused approach.
• Proven ability to manage multiple priorities and meet deadlines.
• Experience supervising or mentoring junior staff is advantageous.
• High attention to detail and commitment to quality.