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Account Manager - Trusts


On behalf of our client a well known and highly respected financial services company, we are actively recruiting for the role of Account Manager – Trust. This is an exciting opportunity to further your career in a forward-thinking company.

  • Carrying out the day to day administration of varied portfolio of trusts and their related investment holding companies
  • Carrying out regular investment reviews
  • Reviewing trust deeds
  • Carrying out administrative tasks i.e drafting minutes/resolutions
  • Responsible for handling compliance related issues
  • Other Ad Hoc duties as required


  • Professional Trustee Qualification & a Degree in a Business-related field
  • 5-7 years post qualified experience in offshore trusts
  • Member of STEP is preferable
  • Strong working knowledge of corporate structures and regulatory requirements
  • Proficient in; Microsoft Office Suite and Viewpoint.
  • Excellent communication skills, both verbal and written

If you would like more information on the above position, apply today for a confidential conversation.

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