This is a great opportunity for aTrust Assistant Manager – Client Services to join a company that provides wealth protection and support services to private clients, corporate clients and funds.

Responsibilities and duties in this role include, this list of duties is not exhaustive and may change from time to time according to business needs:

• Responsible for the administration of a portfolio of complex trust and company structures in multiple jurisdictions maintaining a courteous and professional approach with both external and internal clients at all times.
• Liaising with lawyers, accountants and intermediaries ensuring structures are tax efficient and compliant.
• Maintain relationships with clients and develop a full understanding of client business in order to improve the scope of services provided to clients and proactively discuss those opportunities with them.
• Administration of various classes of assets.
• Dealing with restructuring issues, purchases, sales, refinancing, additions, distributions and revocations.

More information about the role is available upon request – contact the team today for further details.