Trust Portfolio Manager

1 month ago


Saint Helier, United Kingdom Apex Group Full time
Job Title: Trust Manager

We are seeking a highly skilled Trust Manager to join our team at Apex Group. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.

Key Responsibilities:
  • Manage a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner and in accordance with policies and procedures, legal/regulatory requirements, service levels, and company standards.
  • Have client relationship management responsibility and assist in managing the team and deputising in the Senior Trust Manager's absence.
  • Carry out duties autonomously and competently, ensuring that all tasks are completed to a high standard.
Requirements:
  • STEP qualified or equivalent.
  • Typically 5 years of relevant industry/specialist experience.
  • Core skills required: ability to speak and understand English, keyboard skills, and references.

We offer a competitive salary and a dynamic work environment. If you are a motivated and experienced Trust Manager looking for a new challenge, please apply with your CV and cover letter.



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