Assistant Trust Manager

 Job Description:

Job Responsibilities:

  • Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
  • Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
  • Delivery of all client work and client contact in line with Highverns vision and values and expected service standards, ensuring KPIs are up to date at all times
  • Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
  • Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary
  • Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals
  Required Skills:

Service Providers Service Delivery Referrals Directors Records Preparation Maintenance Communication Management