Trust Senior/Assistant Manager

  • St Albans
  • Hire Resolve
Hire Resolve is currently working with a reputable UK firm audit firm, who is seeking a skilled and experienced Trust Senior to join their team. As a Trust Senior, you will be responsible for managing trust accounts and providing expert advice to clients on trust administration. You will work closely with high-net-worth individuals and families to ensure their trusts are properly established, administered, and compliant with legal and regulatory requirements. This is an excellent opportunity to join a leading firm and work with a diverse client base. Responsibilities: Manage and oversee trust accounts for high-net-worth individuals and families Ensure compliance with legal and regulatory requirements related to trust administration Prepare and review trust documentation, including trust agreements, deeds, and wills Provide expert advice to clients on trust planning, tax implications, and asset protection Assist with estate planning and wealth transfer strategies Collaborate with internal teams, such as legal and tax professionals, to meet clients' complex trust needs Stay current with industry developments and best practices in trust administration Build and maintain strong client relationships, acting as a trusted advisor Prepare and present reports and presentations to clients Requirements Bachelor's degree in Accounting, Finance, or a related field Must be CTA or STEP qualified Minimum of 3 years of experience in trust administration Strong knowledge of trust laws and regulations Experience working with high-net-worth individuals and families Excellent communication and interpersonal skills Strong attention to detail and analytical skills Ability to work independently and as part of a team Proficiency in trust accounting software and tools Professional ethics and integrity Ability to handle confidential information with sensitivity and discretion Experience with UK trust laws and regulations is preferred Benefits Salary: Market Related Training & Development Paid Time Off (PTO) (if applicable) Contact Hire Resolve for your next career-changing move. Salary: negotiable.A Contact Lidene Pienaar on LinkedIn today! Alternatively, visit the Hire Resolve website:  hireresolve.co.uk  or email us your CV:  Finance.careers@hireresolve.co.uk     We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.