Trust Manager

Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment.

Key Responsibilities:

• Draft trust deeds and manage a caseload of compliant trusts.
• Perform daily trust administration and liaise with relevant parties.
• Monitor trust assets, communicate with investment managers, and maintain accurate records (including HMRC's Trust Registration Service).
• Oversee trust terminations and support the tax team with accounting and payments.
• Prepare annual trustee policy statements and assist with reviews and meetings.
• Manage property insurance, trust lists, and key date calendars.
• Maintain records for the firm's trust corporation.
• Provide excellent client service and prompt responses to inquiries.
• Manage time recording, billing, and cost control.
• Stay updated on trust law and best practices.
• Offer research and administrative support to solicitors.

Skills & Competencies:

• Minimum 5+ years of general office administration experience.
• Interest in trust law, with an opportunity for STEP qualification.
• Strong organizational skills and attention to detail.
• Empathetic, client-focused, and experienced with older clients.
• Professional, credible, tactful, and an excellent communicator.
• Positive, enthusiastic, collaborative, and flexible team player.

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003