Trust Manager



Trust & Corporate


Trust & Corporate

Job type:



Role purpose:
Carry lead responsibility for day to day delivery of administration services to client group(s) as required.
As part of the management team, drive operational excellence, efficiency and productivity in the delivery of trust and corporate services.
Core responsibilities:
  • Oversee delivery of administration services to client groups as required.
  • Liaise with clients, intermediaries and attend client meetings.
  • Provide technical and management support to the department liaising with the Client Service Director(s).
  • Act as authorised signatory, as required.
  • Lead and manage change initiatives where identified and agreed as action items ensuring that they deliver to time and budget.
  • Be a contributor to the technical, training and business development activities for the Firm as a whole where such opportunities arise.
  • Maintain awareness of business and regulatory environment.
Working with other members of the management team:-
  • Manage and meet the team’s financial and non-financial targets including revenue, debtors, accounts, annual and interim case reviews, action points, budget reporting, staff appraisals and the co-ordination of billing.
  • Implement agreed strategies by developing project plans to meet objectives in conjunction with the management team and staff.
  • Drive operational efficiency improvements across all and any aspects of the department’s activities, including with the use of appropriate facilitating technologies such as Sharepoint and Microgen 5 series.
  • Ensure that the trust and corporate service is conducted in accordance with the Firm’s professional standards, policies, procedures, risk appetite and regulatory requirements.
  • Promote teamwork, develop people and positively influence constructive engagement and morale in the department.
Technical / Professional / Qualification Requirements:
  • ICSA or STEP Diploma completed.
  • Evidence of Continuous Professional Development.
  • Regulatory training undertaken.
  • Understanding of the Codes of Practice.
  • Management Training Undertaken.
Person Specification / Competencies:
Client: Proactive client focus engendering a strong client focus amongst team and business.  Manages internal and external relationships delivering a consistent and quality service.  Sets standards and develops others to achieve them.  A strong people manager who leads a team to contribute positively to team and business.
Company: Has a strong commercial outlook, supports the development of procedures and is aware of risk, managing and protecting self, team and business against risk and within regulation.  Has an innovative approach to work considering solutions and encourages innovation from their team and peers.  Proactively reviews process and procedures to identify areas for efficiencies and offers solutions in support of enhancement.  Promotes the sharing of knowledge across business lines, leading by example with enthusiasm and integrity.
People: Works collaboratively across teams and business lines in support of the wider Company ambitions.  A professional and credible Manager with strong communication skills that engender a positive people culture.  Has operational management responsibility and will have some strategic input.