Information:
Job Vacancy Details
Trust Manager, Senior Trust Officer and Senior Estates Officer
Financial Services
Oxfordshire
Permanent ⁄
Updated September 21, 2008
Due to an increased volume of work, Lloyds TSB Private Banking require private client lawyers for a variety of excellent In House positions within their Oxfordshire Legal department, namely:
• Senior Case Officer;
Reporting to the Estates Manager you will administer a caseload of approximately 30 high value Estates ensuring risk, service, legal & commercial considerations are observed and adhered to from acceptance until closure. You will also be required to maintain relationships with Executors/beneficiaries/internal and external customers throughout the case administration.
• Senior Trust Officer.
The Senior Trust Officer will have full responsibility for the administration of an individually allocated caseload of Trusts. This will include some complex cases under the guidance of an experienced Trusts Manager. The successful candidate will also act as a source of expertise to junior, less experienced team members and provide coaching and support where necessary.
• Trust Manager.
The Trust Manager will be responsible for a designated number of trust cases administered by a dedicated team. Advice, guidance and coaching will be given to less experienced team members and close liaison will be required between trust beneficiaries and co-trustees.
Who we're looking for
Our client is looking for qualified solicitors with various levels of recent experience working on private client matters, with particular emphasis on the administration of estates, probate, trusts and trusts administration.
About our client
Lloyds TSB Private Banking Trust Management Service encompasses the following features:
• They will act as trustee for the client either on our own or jointly with others
• They have 90 years experience.
• They are able to provide advice with regards to relevant trust, tax legislation and appropriate investment management strategies.
• They can handle all the paperwork as well as the ongoing management of the trust.
• We will be here in perpetuity, private trustees may not.
• We engage a close working relationship with not only the settlor, but also with our co-trustees and beneficiaries where appropriate.
Lloyds TSB Private Banking Estates Administration Service encompasses the following features, which many high street solicitors are unable to offer:
•They manage the client's financial affairs, so they can quickly and easily gather much of the information at a difficult time, eliminating the stress which would otherwise be imposed upon the family.
•They have 90 years of experience.
•They have a dedicated Estates Unit with the expertise required to administer both simple and complex estates.
• They administer estates all the time, which ensures efficiency and speed.
•They will be here in perpetuity.
• There are two specialists dedicated to every estate.
What's on offer
The following roles offer excellent packages including and depending on the role:
• A basic salary of up to £45,360.
• Bonus Scheme
• a 4 per cent cash sum to purchase flexible benefits
• a free shares allocation of Lloyds TSB shares
• an opportunity to buy partnership shares and receive some free matching shares
• the chance to buy discounted shares through Sharesave
• a choice of flexible benefits
• a variety of special discounted offers for staff
• free private medical insurance
Michael Page Contact
For further info, apply or phone on 0118 955 9060.
Job Ref: 12865302
Your application will be sent to Matthew Sealy.
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