Job Details
Job Description
You will manage client companies and undertake business development towards clients.
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Manage client interests: coordinate legal, administrative and banking activities for
clients,
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Fully understand the client’s activities and make sure that any action taken is
consistent with the client company’s purpose and is within the legal and
economic framework of the company.
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Manage a complex portfolio of trusts in all aspects, in accordance with the Trust
instrument and all new and amended legislation, case law and practice
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Deal with the termination of trusts following the death of a life tenant, coming of
age or other event ensuring that all trust closing procedures are followed.
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Day to day management of estates where the company acts as
executor/administrator or under a power of attorney in accordance with the Will
and relevant legislation.
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Develop existing and new business relations and expand client base; obtain
a dditional work from client as well as referrals to new clients,
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Be the main contact person for clients for day to day business of client company,
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Coordinate issues concerning taxes, administration and banking of client
c ompanies,
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Supervise, coordinate, administer and control the work of the paralegals and
accountants including the processing of documentation.
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Ultimately responsible for the client files,
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Keep the client companies in legal good standing,
Qualifications and requirements:
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Preferably a law, tax education at University level,
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Good command of English,
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Good presentation and client oriented,
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S everal years of experience in a similar position or with a Trust /professional
services or a Law firm,
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B e STEP qualified or equivalent, not a must however a pro
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B e required to manage a complex portfolio of trusts and requires a combination of
accounting, taxation, legal, investment, and commercial experience.
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We are looking for someone with experience in London
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You have advanced computer skills (Word, Excel & Outlook),
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You are able to solve problems, have a pro-active approach, work independently,
a re a team player, you demonstrate excellent communication and organizational
skills, stress resistant and an ability to meet tight deadlines.