Trust Manager

A mid-sized trust business is seeking a manager to join their expanding Trust Department. The role involves managing a client portfolio under the guidance of the Senior Manager/Director, ensuring compliance with legal and contractual obligations while maintaining strong client relationships.

Responsibilities:

• Manage a diverse client portfolio, supporting both senior management and junior staff.
• Drive process improvements and lead the Client Administration Team.
• Oversee billing, cash collection, and minimise write-offs.
• Review client structures and ensure compliance with regulations.
• Promote a client service culture and support business development.
• Allocate team responsibilities and provide coverage during absences.
• Implement legal and tax advice as required.
• Retain clients through effective administration and provide professional services.
• Train and mentor team members; manage performance reviews.
• Assist with onboarding new clients and support client visits.
• Review fees to ensure profitability and address uncommercial arrangements.

Qualifications & Experience:

• 5-10 years in trust administration.
• STEP or CGI qualified at Diploma level (support for further qualifications available).