Trust Lawyer/Professional (London)
Trust Lawyer/Professional (London)

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For our client, A financial services company in London we are looking for a

Trust Laywer / Professional

Private Clients department currently has an excellent opportunity available for a Trust
Manager to manage a varied and complex portfolio of trusts, to include sophisticated tax
arrangements, corporate appointments and trust matters.
You will competently and autonomously manage a portfolio of trusts and have client
relationship management responsibility. You will carry out duties in a professional manner
and in accordance with policies and procedures, legal/regulatory requirements, service
levels and company standards so as to meet with business expectations. Where applicable
assist in managing the team and deputising in the Team Leader’s absence

























Job Description
You will manage client companies and undertake business development towards clients.

  • Manage client interests: coordinate legal, administrative and banking activities for
    clients,
  • 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.
  • 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
  • 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.
  • 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.
  • Develop existing and new business relations and expand client base; obtain
    additional work from client as well as referrals to new clients,
  • Be the main contact person for clients for day to day business of client company,
  • Coordinate issues concerning taxes, administration and banking of client
    companies,
  • Supervise, coordinate, administer and control the work of the paralegals and
    accountants including the processing of documentation.
  • Ultimately responsible for the client files,
  • Keep the client companies in legal good standing,

Qualifications and requirements:
  • Preferably a law, tax education at University level,
  • Good command of English,
  • Good presentation and client oriented,
  • Several years of experience in a similar position or with a Trust /professional
    services or a Law firm,
  • Be STEP qualified or equivalent, not a must however a pro
  • Be required to manage a complex portfolio of trusts and requires a combination of
    accounting, taxation, legal, investment, and commercial experience.
  • We are looking for someone with experience in London
  • You have advanced computer skills (Word, Excel & Outlook),
  • You are able to solve problems, have a pro-active approach, work independently,
    are a team player, you demonstrate excellent communication and organizational
    skills, stress resistant and an ability to meet tight deadlines.

Interested?
If you are interested in this role, please forward your resume to legal@lexiussearch.com or
call Brigitte Welters at (+31) 0641950252.

Location
London