Company and Trust Manager
Banking and Financial
- Administration and Office
RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Company and Trust Manager. This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.
What is the plan for the Company and Trust Manager role?
To manage and administer a portfolio of trusts and companies with varying requirements, focusing on effective service, quality, productivity and efficiency.
What will you do as a Company and Trust Manager?
Liaison with clients and advisers in respect of service issues
Preparation of correspondence and documentation, including minutes and ancillary documentation
Preparation of incoming monies forms, payment instructions, and monitoring execution of instructions
Preparation and execution of accurate statutory records, ensuring full audit trail maintained
Monitoring client assets and liabilities
Review of statutory accounts
Oversight of client activities to ensure legal and regulatory compliance
Execution of client transactions
Production and submission of regulatory returns
Maintain client data within a primary management information system
What do you know that makes you a great Company and Trust Manager?
Experience in administering trusts and companies
Qualified STEP, ICSA, DoFA or equivalent
Suitably educated with a high standard of English and mathematics
Ability to identify risks associated with client transactions
Familiar with company and trust software
Experience in an office environment
Attention to detail
Ability to prioritise, set deadlines, and work accurately to tight deadlines
Salary £30k - £40k based on experience with private healthcare.