Assistant Trust Manager

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Assistant Trust Manager

Department: Trust

Location: London

Contract Type: Perm

Reporting to: Trevor Harris

The Role

To provide high quality trust administration services to clients of Rathbones encompassing executive functions of a Trustee and Estate administration. 

Outcomes of the Role

• To deal with all aspects of trust administration to include where appropriate all executive functions of a Trustee.
• Carry out technical reviews of cases allocated.
• To deal with all aspects of the administration of Estates to include the implementation of all executive functions of an Executor.
• To prepare and review trust and executorship accounts to ensure tax requirements of a Trustee and an Executor are compliant and fulfil all legal obligations of a Trustee and Executor.
• Provide day to day support to colleagues on issues arising on trust administration.
• Ensuring that all group Compliance and AML standards and policies are met.
• Provision of cover for colleagues during periods of absence as appropriate.
• Meeting attendance and minute taking

Knowledge, Skills and Experience

• Working relationships - To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. Share and develop ideas, listen and consult with colleagues. To build and maintain a professional service to meet the needs of our clients and external contacts.

• Communication skills - To communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach. High literacy skills.

• Analytical thinking - To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information.

• Attention to detail and quality - To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors within agreed deadline.  To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain objective under pressure and continue to work productively and in a focussed way.

• Results driven – Work reliably to achieve goals and link day to day activities to business objectives.  Always deliver on client expectations and be outcome and solution focussed.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.