Job Vacancy Details
Senior Trust Officer
Investment Management
Edinburgh
Permanent ⁄ £15000 - £22000
Updated June 15, 2008
You will manage and administer high value Trusts and deputise for the Trust Manager.
Specific duties include:
• To deal promptly and efficiently with all enquiries from beneficiaries/co-trustees /third parties through correspondence, telephone and in person, keeping management and beneficiaries advised of any developments in relation to Trusts.
• To deal with all aspects of termination/vesting of Trusts.
• To deal promptly and efficiently with investment reviews, liaising with Co-Trustees as necessary.
• To provide Management with supporting information for meetings, and attend these meetings if required.
• To deputise for Trust Manager in authorising investment transactions.
• To deputise for Trust Manager in authorising banking entries.
• To supervise Trust Assistant and input to Trust Manager.
• To prepare valuations of portfolios in conjunction with brokers reports to send co-trustees.
• To maintain an efficient diary system for forward planning.
• To audit and produce annual accounts before submission to beneficiaries and co-trustees.
• To deal with the setting up procedures of new Trusts.
• To instruct investment transactions timeously through nominated person.
• To observe all regulatory rules impacting on job activities.
• To support Trust Manager with ongoing in-house training on systems and procedures.
Who we're looking for
• Ability to communicate effectively both verbally by letter with all contacts in course of trust administration.
• Sound knowledge of administrative procedures and accounting practice relating to trust administration
• Knowledge of tax legislation in relation to Trusts.
• Basic Knowledge of Scots Law in relation to Trusts.
• Knowledge of the Financial Services Act relating to trust activities.
• Awareness of Financial Markets with particular emphasis on UK stockmarket.
• Ability to prioritise and organise own work load and supervise more junior members of the team.
About our client
One of the UK's largest Trust Management Companies.
What's on offer
Salary dependent on experience.
Michael Page Contact
For further info, apply or phone on 0131-243 2900.
Job Ref: 12833297
Your application will be sent to Michael Leeman.
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