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Meraki Talent Ltd
Edinburgh
Job Description Trust Manager Edinburgh Permanent Responsibilities of the Trust Manager: -Dealing with the finances for trusts, including disbursements and payments -Advising in the set up, ongoing administration, and termination of trusts -Performing Trust administration, dealing with trustees and the beneficiaries -Dealing with income and c
Job Source: Meraki Talent LtdMeraki Talent Limited
Edinburgh
Trust Manager Edinburgh Permanent Responsibilities of the Trust Manager: -Dealing with the finances for trusts, including disbursements and payments -Advising in the set up, ongoing administration, and termination of trusts -Performing Trust administration, dealing with trustees and the beneficiaries -Dealing with income and capital gains in relati
Job Source: Meraki Talent LimitedMeraki Talent Ltd
Edinburgh, Scotland, United Kingdom
Trust Manager Edinburgh Permanent Responsibilities of the Trust Manager: -Dealing with the finances for trusts, including disbursements and payments -Advising in the set up, ongoing administration, and termination of trusts -Performing Trust administration, dealing with trustees and the beneficiaries -Dealing with income and capital gains in r
Job Source: Meraki Talent LtdNational Trust for Scotland
Edinburgh
Job Description KEY RESPONSIBILITIES Working within the Major Gifts team, you’ll; the first point of contact for Major Gift fundraising enquiries and correspondence, and either respond direct, or field to colleagues as appropriate. As first point of contact your approach, tone and demeanour are critical to establishing positive relations
Job Source: National Trust for ScotlandNational Trust for Scotland
Edinburgh, Scotland, United Kingdom
KEY RESPONSIBILITIES Working within the Major Gifts team, you’ll; the first point of contact for Major Gift fundraising enquiries and correspondence, and either respond direct, or field to colleagues as appropriate. As first point of contact your approach, tone and demeanour are critical to establishing positive relationships with key supporte
Job Source: National Trust for ScotlandNational Trust For Scotland
Hermiston, United Kingdom
KEY RESPONSIBILITIES Working within the Major Gifts team, you’ll; 1. Be the first point of contact for Major Gift fundraising enquiries and correspondence, and either respond direct, or field to colleagues as appropriate. As first point of contact your approach, tone and demeanour are critical to establishing positive relationships with key suppor
Job Source: National Trust For ScotlandClearwater Analytics
Edinburgh, Scotland, United Kingdom
Job Summary: The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for our clients. A Profe
Job Source: Clearwater AnalyticsClearwater Analytics
Edinburgh
Job Description Job Summary: The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for ou
Job Source: Clearwater AnalyticsEdinburgh
A leading national firm in central Edinburgh has an attractive opportunity for a Trusts Manager to support their well know Private Client Team. You’ll join a firm that encourages, tracks and values its staff’s contributions.
Some of the Benefits
Generous salary banding
6% Pension
25 – 30 statutory days holiday per year along with 9 public holidays
Purchase Holidays Scheme
Firm-wide Bonus Scheme
Critical Illness Cover
Hybrid working
Flexible Working Patterns
Cycle to work scheme
Travel Loans
Volunteer Day
Weekly Dress Down Friday & Monthly Board Room Drinks
The day to day
While working in a team you’ll be expected to take on your own quality caseload from inception to completion in correlation with the firm’s philosophy. The firm wants somebody who can custom design it’s advice around its clients.
Trust and Charity administration including and managing trust records on behalf of clients
Dealing directly with trustees, and beneficiaries
Trust and charity administration including administering and managing trust records on behalf of clients
Dealing directly with trustees, and beneficiaries and advising and acting on their instructions
Dealing with professional intermediaries in connection with client accounts
Demonstrating an understanding of trust deeds to ensure the trust is managed in line with the specified terms
Demonstrating an understanding of Income and Capital Gains Tax and its interaction with the administration of trusts
Advising in relation to setting up, ongoing administration and termination of trusts in line with the terms of deeds and client instructions
Managing trust finances and calculating disbursements and payments to beneficiaries
Dealing with Trust Registration; Common Reporting Standard reporting; Register of Controlling Interests in Land reporting and ensuring administration complies with any other relevant legislation and reporting to relevant bodies as may be required
Dealing with Inheritance Tax and preparation of appropriate reporting forms
Preparation of Deeds, Trustee Minutes and Resolutions
Review and set up of systems, maintenance of trust records and compliance records
Dealing with AML processes
Do you have the skillset and experience?
Determine to find somebody highly motivated and a proactive team player with the ability to prioritise a high-volume caseload to an exceptional standard. Existing Managerial experience.
Excellent communication skills – written and verbal
Extensive Trusts experience
Experience supporting, managing and training others
Highly organised, process driven and a keen eye for detail
Excellent people skills
Calm under pressure, good organisational skills and excellent time management – with the ability to prioritise and deliver to deadlines
Don’t worry If you don’t have all the above traits or experience yet, if you have extensive Trusts experience, I’d like to talk to you.
Interested?
Please apply now by emailing your CV or call for a friendly chat with Jack Broadley at G2 Legal.
#INDGEM
Trusts Manager jobs in Edinburgh
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