Job Vacancy Details
Trust Manager
Investment Management
Edinburgh
Permanent ⁄ £20000 - £30000
Updated October 3, 2008
Reporting directly to the Senior Trust Manager, the role involves the management of the Trust team together with direct responsibility for a personal caseload of more complex cases.
Job Analysis
• To build enduring customer relationships through regular contact with Trust clients including attendance of meetings in order to gain a greater understanding of their personal circumstances and objectives.
• To actively seek opportunities to develop relationships with business contacts and promote the company at all times.
• Support the individual team members by providing technical advice and guidance on all aspects of Trusts.
• Supervise, coach and encourage the individual team members to develop their skills and abilities to enable them to realise their full potential.
• To deputise for the Senior Trust Manager in his absence and provide support as required at all other times.
• To provide Management Information on any aspects of Trust reporting as required and manage Trust Section budget.
• Maintain and develop Trust administration procedures to improve operational efficiencies within the Trust team.
• Ensure that new business conversions are taken forward by the Trust team in an efficient manner.
• Ensure that Trust team administer Trust vestings efficiently and in accordance with procedures.
• Authorise Trust investment transactions for Trust Investment team following receipt of recommendations from investment advisors.
• Authorise banking transactions of a higher value.
• Attendance of professional seminars and courses to maintain and develop knowledge of all aspects of Trust law, taxation and other matters relevant to the proper administration of Trusts.
• Ensure the observance of Regulatory rules relating to the job activities.
Who we're looking for
• Fully developed and effective communication skills to set a high standard for Trust team.
• Ability to manage, supervise, develop and coach team members in all aspects of the Management and Administration of Trusts.
• Sound knowledge of administrative procedures and accounting practice relating to Trust administration.
• Fully developed knowledge of the legal and tax implications for Trusts and the ability to communicate this knowledge to the Trust team.
• Sound knowledge of the Financial Services & Markets Act 2000 in relation to Trust activities.
• Awareness of the financial markets with particular emphasis on UK stockmarket.
• Ability to prioritise and organise own workload
• Good teamwork and motivational skills
• Enthusiastic and innovative mindset combined with a willingness to succeed and overcome any difficulties in the performance of the role.
About our client
One of the UK's leading providers of Trust Management services.
What's on offer
Salary to £30,000 dependent on experience + Excellent benefits and bonus potential.
Michael Page Contact
For further info, apply or phone on 0131-243 2900.
Job Ref: 12834926
Your application will be sent to Michael Leeman.
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