Personal Trusts Manager

2 months ago


Saint Helier, United Kingdom Apex Group Full time

Role Purpose:

To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.

Key Responsibilities:

  • Manage a portfolio of trusts and estates in accordance with policies and procedures, legal/regulatory requirements, service levels, and company standards.
  • Carry out duties in a professional manner, ensuring business expectations are met.
  • Assist in managing the team and deputising in the Senior Trust Manager's absence, as required.

Qualifications & Skills:

  • STEP qualification or equivalent.
  • Typically 5 years of relevant industry/specialist experience.
  • Core skills required:
    • Ability to speak and understand English.
    • Keyboard skills.
    • References.

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