Trust - Assistant Manager

3 weeks ago

London, United Kingdom Meraki Talent Full time
Meraki Talent are currently working with a global Asset & Wealth Management firm based in London who are looking to hire a Trust Assistant Manager. 
    
The main purpose of job is to provide high quality trust administration services to clients of Rathbones encompassing executive functions of a Trustee and Estate administration internally and externally. 
 
Job Specification:
    
  • To deal with all aspects of trust administration to include where appropriate all executive functions of a Trustee. 
  • Carry out technical reviews of cases allocated. 
  • To deal with all aspects of the administration of Estates to include the implementation of all executive functions of an Executor. 
  • To prepare and review trust and executorship accounts to ensure tax requirements of a Trustee and an Executor are compliant and fulfil all legal obligations of a Trustee and Executor. 
  • Provide day to day support to colleagues on issues arising on trust administration. 
  • Ensuring that all group Compliance and AML standards and policies are met. 
  • Provision of cover for colleagues during periods of absence as appropriate. 
  • Meeting attendance and minute taking
 
Competencies:
      
Working relationships - To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. Share and develop ideas, listen and consult with colleagues. To build and maintain a professional service to meet the needs of our clients and external contacts.
 
Communication skills - To communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach. High literacy skills.
 
Analytical thinking - To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information.
 
Attention to detail and quality - To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors within agreed deadline.  To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain objective under pressure and continue to work productively and in a focussed way.
 
Results driven – Work reliably to achieve goals and link day to day activities to business objectives.  Always deliver on client expectations and be outcome and solution focussed.

 
 
Additional requirements:
  • Working towards STEP qualifications is desirable although full support for qualifications will be given and study materials /leave provided. Irrespective of qualifications achieved so far the successful candidate must commit to becoming fully STEP qualified. 
  • To be proactive in their own personal development through the adoption of a training & competence plan. 
  • To play a significant role in the achievement of the Trust team’s goals in terms of business growth & profitability targets.
  • To understand of the professional and personal services offered to our clients.
  • Develop and maintain an awareness of the organisational structure and goals.
  • Demonstrate an understanding of the work of other departments in the organisation and how they inter-relate. 
  • To comply with the requirements of our regulators.

  • Assistant Trust Secretary

    8 months ago

    London, United Kingdom Homerton Healthcare NHS Foundation Trust Full time

    The Assistant Trust Secretary provides assistance to the Trust Secretary on a wide range of corporate governance tasks. The post holder will deputise for the Trust Secretary during periods of absence. This is a great opportunity for a governance professional (or an individual seeking to follow this career path) to make a difference within the Foundation...

  • Tax and Trust Assistant

    7 months ago

    London, United Kingdom Charles Russell Speechlys Full time

    Location London Category Contract type Permanent - Full Time Salary Competitive Working hours Full Time **Tax and Trust Assistant**: The role will suit someone who has excellent numerical and written communication skills, possibly with some UK tax compliance experience, who is looking to develop their career within a friendly collegiate team that is...

  • Trusted Educational Advisor

    3 weeks ago

    London, Greater London, United Kingdom Shaw Trust Full time

    About Shaw TrustShaw Trust promotes a culture of team spirit, inclusiveness and is an organisation where everybody is somebody. We are proud to be part of this great community.Role OverviewWe are seeking a highly motivated Teaching Assessor Health and Social Care to join our dynamic team. As a Teaching Assessor, you will have the opportunity to make a real...

  • Trusts Manager

    4 weeks ago

    London , London, UK, United Kingdom Executive Network Legal Limited Full time

    Trusts Manager, London - Up to £80K DOE - A leading law firm in London is looking to appoint a highly skilled Trusts professional to join a reputable team as a Trusts Manager. JOB TITLE: Trusts Manager LOCATION: London SALARY: Up to £80,000 DOE OVERVIEW: • An opportunity has arisen for a Trusts Manager to join this leading law firm in London. • The...

  • Trust Kitchen Assistant

    2 weeks ago

    London, Greater London, United Kingdom Humber Teaching NHS Foundation Trust Full time

    NHS Cook Job Description:We are seeking a skilled NHS Cook to join our team at Humber Teaching NHS Foundation Trust. As a key member of our kitchen staff, you will be responsible for preparing and serving nutritious meals to our patients.Key Responsibilities:Prepare a variety of dishes using fresh ingredientsServe meals in a fast-paced environmentMaintain a...

  • Head of Philanthropy and Trusts

    4 weeks ago

    London, United Kingdom Dogs Trust Full time

    Do you have a track record of leading and developing a Philanthropy function, with proven success in innovation and driving significant growth across a multi-million-pound portfolio? We are looking for a new Head of Philanthropy and Trusts to be the charity’s strategic lead, further developing the Philanthropy and Trusts strategy for Dogs Trust and...

  • Trust EPR System Assistant

    2 weeks ago

    London, Greater London, United Kingdom Great Ormond Street Hospital for Children NHS Foundation Trust Full time

    Role DescriptionThe Trust EPR System Assistant will act as a single point of contact for phone calls, emails, and self-service IT portal tickets regarding Epic issues and training queries from the Trust user base. This includes support of both clinical and administrative staff.You will be responsible for responding to incoming calls using RingCentral comms...

  • Head of Philanthropy and Trusts

    4 weeks ago

    London, United Kingdom Dogs Trust Full time

    Do you have a track record of leading and developing a Philanthropy function, with proven success in innovation and driving significant growth across a multi-million-pound portfolio? We are looking for a new Head of Philanthropy and Trusts to be the charity’s strategic lead, further developing the Philanthropy and Trusts strategy for Dogs Trust and...

  • Assistant Trust

    1 month ago

    London, London, Central London, United Kingdom QED Legal Full time

    This leading London Law firm is now seeking an additional Accountant for their Private Client team. Your role will involve the administration of UK trusts together with the preparation of annual accounts and trust tax compliance, dealing with both individual trusts and groups of family trusts. You should have a background in trust and estate administration...

  • Trusts & Foundations Fundraiser

    6 months ago

    London, United Kingdom The Enham Trust Full time

    Job description At Enham Trust, our Fundraising Team works alongside colleagues, the community, people we support, donors and supporters, securing income to support disabled people to live, work, and enjoy life! Together we are Team Enham, and together, we do amazing! We’re looking for a Trusts and Foundations Fundraiser with the drive to lead on an...

  • Assistant Trust

    1 month ago

    London, United Kingdom QED Legal Full time

    This leading London Law firm is now seeking an additional Accountant for their Private Client team. Your role will involve the administration of UK trusts together with the preparation of annual accounts and trust tax compliance, dealing with both individual trusts and groups of family trusts. You should have a background in trust and estate...

  • Trust Management Specialist

    3 weeks ago

    London, Greater London, United Kingdom Creative Tax Recruitment Full time

    We are seeking an experienced Trust Manager to join our expanding team at Creative Tax Recruitment in London. This role offers a unique opportunity for career advancement and the chance to work with high-net-worth individuals, estates, and trusts nationwide.The successful candidate will be responsible for assisting the Partner and Senior Manager in managing...

  • Trusts Manager

    4 weeks ago

    Central London, United Kingdom Executive Network Legal Limited Full time

    Trusts Manager, London - Up to £80K DOE - A leading law firm in London is looking to appoint a highly skilled Trusts professional to join a reputable team as a Trusts Manager. JOB TITLE: Trusts ManagerLOCATION: London SALARY: Up to £80,000 DOEOVERVIEW:• An opportunity has arisen for a Trusts Manager to join this leading law firm in London.• The role...

  • Senior Trusts

    2 days ago

    White City,London,, West London, United Kingdom British Asian Trust Full time

    The British Asian Trust (BAT) is one of the most exciting and innovative charities in the country, maximising the support of the South Asian diaspora to drive positive change across India, Pakistan, Bangladesh and Sri Lanka. Since the charity’s foundation, they have positively impacted the lives of almost 13 million people through their education,...

  • Trust Portfolio Manager

    3 days ago

    London, Greater London, United Kingdom Service Care Legal Full time

    Job Summary: We are seeking a skilled Trust Portfolio Manager to join our team in London. As a key member of the trust team, you will be responsible for managing a varied portfolio of UK resident and charitable trusts.Main Responsibilities: • Reviewing work prepared by team members, providing input into their training and mentoring • Assisting with...

  • Proposals and Trust Manager

    1 month ago

    London, United Kingdom Prospectus Full time

    Prospectus are delighted to be supporting our client in their search for a Proposals and Trust Manager to join their collaborative Philanthropy and Partnerships team! The Proposals and Trust Manager will be responsible for identifying funding propositions for the Philanthropy and Partnerships team and creating engaging cases for support to grow income from...

  • Proposals and Trust Manager

    1 month ago

    London, United Kingdom PROSPECTUS-4 Full time

    Prospectus are delighted to be supporting our client in their search for a Proposals and Trust Manager to join their collaborative Philanthropy and Partnerships team! The Proposals and Trust Manager will be responsible for identifying funding propositions for the Philanthropy and Partnerships team and creating engaging cases for support to grow income from...

  • Assistant Trust and Estate Administrator

    4 days ago

    London, Greater London, United Kingdom Wedlake Bell LLP Full time

    Trust and Estate Manager OpportunityWe are seeking a highly skilled Assistant Trust and Estate Manager to join our Private Client group at Wedlake Bell LLP. As a key member of our team, you will play a crucial role in administering client trusts and estates, ensuring compliance with regulatory requirements.Key Responsibilities:Managing and administering...

  • Trust Manager

    3 days ago

    London, United Kingdom Creative Tax Recruitment Full time

    We have an excellent opportunity for a trust manager at an expanding London-based accountancy firm. Clients include high-net-worth individuals, estates and trusts. We are recruiting for a London-based firm with significant career advancement opportunities. The trust team deals with various trusts nationwide, including estates, probates, individual clients...

  • Trust Manager

    5 hours ago

    London, United Kingdom Creative Tax Recruitment Full time

    We have an excellent opportunity for a trust manager at an expanding London-based accountancy firm. Clients include high-net-worth individuals, estates and trusts.We are recruiting for a London-based firm with significant career advancement opportunities.The trust team deals with various trusts nationwide, including estates, probates, individual clients and...