Trust Manager

An exciting opportunity has arisen for a Trust Manager to join a leading private client law firm in the Midlands. Renowned for its exceptional service and expertise, the firm is one of the largest private client practices in the region, with a team of over thirty professionals. As Trust Manager, you will play a crucial role in delivering high-quality services to clients, ensuring their needs are met with professionalism and care.

In this role, you will manage a diverse portfolio of clients, providing expert advice and support in trust management. This is an excellent opportunity for someone looking to advance their career in a supportive and dynamic environment.

Key Responsibilities:

• Manage a portfolio of trusts and estates, ensuring compliance with legal and regulatory requirements.
• Advise clients on trust administration and tax implications.
• Liaise with clients, beneficiaries, and other professionals to ensure effective communication and service delivery.
• Prepare and review trust documentation and financial statements.
• Mentor and train junior team members.

Skills and Experience:

• Significant experience in trust management or a related field.
• Strong knowledge of trust law and tax regulations.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and work under pressure.
• Proactive approach to problem-solving and client service.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

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