About The Business
Our client is a Financial Services start up transitioning into their growth phase, managing large trust portfolios acquired from competitors.
Located in the heart of Bristol in brand new, open-plan offices, the business encourgaes an inclusive, sociable culture where encouragement and development are key.
About The Role
Stepping into a busy role with long term progression as the business grows, the Trust Manager is a client facing role managing all aspects of individual and charity funds. Responsibilities include:
- Successful management of the trust, complying with up to date legislatory and regulatory requirements
- Managing all aspects of financial crime and working with the Compliance Manager to provide weekly reports
- Reporting both internally and externally and liaising with clients on a routine basis
- Providing outstanding customer service and developing your personal trust management capabilities
The successful candidate will need a background/experience within a trust management or accounting setting, ideally working with high net wealth individuals and/or charities.
Working towards, or having full STEP (Society of Trust and Estate Practitioners) qualifications will be a big advantage.
Will you need strong organisational and communication skills as your customer service and stakeholder management will be critical.
If you would like to be considered please hit APPLY now, or alternatively please email Giles directly at .