Trust Operations Manager

7 days ago

Bournemouth, Bournemouth, United Kingdom Net Recruit Full time

Job Summary:

Net Recruit is partnering with a reputable financial services organization to find a skilled Trust Operations Manager to join their team in the Greater Bournemouth area. This company is known for its commitment to providing high-quality financial services to its customers, prioritizing their needs and delivering exceptional customer service.

Key Responsibilities:

  • Lead and develop a team of trust professionals, overseeing appraisals, development plans, and training activities to ensure the team's growth and success.
  • Manage a portfolio of trusts, identifying and mitigating potential risks within the trust management processes to maintain the company's reputation and compliance.
  • Organize operational management meetings, prepare relevant reports, and present key insights to the board and key stakeholders to inform strategic decisions.
  • Implement new systems, staffing changes, and process improvements to optimize business output, leveraging technology and best practices to drive efficiency.
  • Oversee new business submissions, ensuring seamless onboarding processes and maintaining strong relationships with strategic partners.
  • Stay up-to-date with legislative knowledge and ensure the company's compliance with relevant regulations.

Requirements:

To be successful in this role, you will need:

  • Previous experience in trust administration, preferably in the financial services, legal, or accountancy sector.
  • Several years of experience managing or supervising a team of people, with a proven track record of leadership and team development.
  • Exceptional organizational and communication skills, with a strong understanding of IT systems, particularly MS Office.
  • A STEP Trust and Estate Practitioner qualification or accreditation, or a willingness to work towards it.

What We Offer:

The successful candidate can expect a competitive salary of up to £70,000, depending on their experience and qualifications. The company offers a comprehensive benefits package, including a competitive pension contribution, good holiday allowance, health plan, and death in service package. Additionally, the company provides opportunities for professional development and growth within the team and wider business.

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