We are looking on behalf of our client for a Client Relationship Manager.
Duties:
- Management of their allocated portfolio of companies and their underlying assets.
- Direct contact with Settlors, Beneficiaries, Protectors, Professional Advisors, and Lawyers in respect to distributions to beneficiaries and additions to the trust fund such as properties and assets.
- Exclusion and addition of beneficiaries.
- Liaising with investment managers/investment houses and banks in respect to numerous matters including asset allocation, purchase, and sale of shares.
- Liaising with various parties in respect to the purchase and sale of shares, property, artwork and other assets.
- Drafting of relevant correspondence and documentation, including Trustee Minutes and Trust documents for actions taken, liaising with in-house legal team for review of drafted documents for approval prior to arranging execution; ensuring a full audit trail is maintained.
- Preparation of payment instructions and monitoring of the execution of instructions.
- Preparation of administration instructions such as transfer of shares, agreements, POA’s, COGS etc. in respect to actions for companies under the Trust structure.
- Liaising with clients and their advisers in respect of service issues, via telephone and email.
- Production and submission of regulatory returns – i.e. APT renewal.
- Maintain client data within Viewpoint.
- Undertake and manage time recording of time spent for the client billing process.
- Administering all aspects of Trust take overs and terminations.
- Reporting to the Trustees to obtain relevant approvals.
- Conduct initial stages and ‘chasers’ of debt collection.
- Assist line Manager with requests for information required for a particular project i.e. 10 year reporting and UK asset reports for HMRC purposes.
Required:
- Familiar with the principles of trust and company administration
- Ability to interact effectively with clients at all levels
- Suitably educated with a high standard of English and mathematics
- Experience in administering trusts and companies
- Ability to identify risks associated with client transactions
- Familiar with trust and company software
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