Trusts Manager

Utopian Professional Recruitment are delighted to be working with our Edinburgh based client who are looking to recruit a Trusts Manager.

This opportunity would suit a professional individual who offers experience within a similar role and looking to expand upon their career.

Your key responsibilities will include:

• Support the firm in its intention to be a leading firm of private client solicitors
• Strive to provide an excellent service to both our internal and external clients and actively identify areas where the service can be improved
• Take a pro-active approach towards resolving any issues or problems that our clients may experience
• Take responsibility for the allocation of all client accounts (including personal accounts, and where appropriate, trust accounts and charity accounts)
• Take responsibility for the cash management service for personal clients and trusts when required
• Assist in managing the package of compliance services included in the firm’s trust administration practice (including the Trust Registration Service, AML requirements, record keeping, and monitoring key dates)
• Ensure records are maintained and kept up to date by the firm’s trust administration practice and cash management team.
• Ensure all processes are efficiently managed and subject to regular checks

To be considered for this opportunity, our client is looking for the following:

• Previous experience working in a similar role is essential
• A commercial focus in managing workload effectively and efficiently
• Mindset to exceed team and client expectations
• Ability to work independently as well as part of a team
• Positive attitude with an ability to take initiative and be proactive as well as reactive
• Well-developed interpersonal, social and communication skills
• A high level of accuracy and strong attention to detail
• Excellent numeracy skills
• Excellent organisational skills and the ability to prioritise tasks
• Proficient in using Microsoft Office applications including Outlook, Teams, Word and Excel
• Genuine enthusiasm to continue developing both personally and technically
• An eagerness to contribute towards the overall strategic objectives of the firm

Benefits

• Full Time opportunity working Monday – Friday 9-5pm
• Health and Wellbeing package | 33 days holiday – increasing with length of service | Group Life Assurance Scheme | Group Income Protection Scheme
• Employee Assistance Programme | Career planning and professional development |Firm funded social events
• Salary will be discussed at time of application

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

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