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Trust Manager

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson Full time

Job Summary

We are seeking a highly skilled Trust Manager to join our esteemed Private Wealth team at Womble Bond Dickinson. As a key member of our Tax/Trust & Accounting team, you will play a critical role in delivering exceptional service to our clients.

About the Role

This is an exciting opportunity to work in a hybrid environment, with a flexible approach to working from home and in the office. You will be responsible for managing client relationships, providing expert advice on trust and tax matters, and working closely with our accounting team to deliver comprehensive wealth management solutions.

Key Responsibilities

  • Manage client relationships and provide exceptional service to our Private Wealth clients
  • Provide expert advice on trust and tax matters, ensuring compliance with relevant laws and regulations
  • Work closely with our accounting team to deliver comprehensive wealth management solutions
  • Develop and maintain strong relationships with clients, colleagues, and external partners

Requirements

To be successful in this role, you will need:

Strong knowledge of trust and tax laws, regulations, and best practicesExcellent communication and interpersonal skillsAbility to work in a fast-paced environment and prioritize multiple tasksStrong analytical and problem-solving skills

What We Offer

As a Trust Manager at Womble Bond Dickinson, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our Private Wealth team.