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.
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.
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Last updated on Jul 25, 2024