Trust Manager
9 hours ago
Bay Trustees is a young TCSP-authorised company with a healthy and growing client base of family trust clients. We have a strong sense of commitment and responsiveness to our clients and professionalism in all that we do, allied to an ethic of corporate social responsibility. We are seeking a highly motivated Trust Manager to join this developing business and contribute to its growth and success.
Job Description
To work with the Managing Director in the management and administration of the trusts, directorships and other services provided by the company.
The intention is that the Trust Manager will in due course assume responsibility for managing and administering their own portfolio of trusts and related services.
Key/Main Responsibilities
The responsibilities of the Trust Manager include but are not limited to:
§ onboarding, including compliance matters, and due diligence work required for new clients;
§ post-client appointment work, including arranging for the set-up of bank and other accounts, tax and other registrations, and completing beneficial ownership registers;
§ carrying out annual management and administration tasks, including:
o liaising directly with beneficiaries, settlors and co-directors
o reviewing investment performance and strategies, asset allocations and understanding risk profiles
o staying informed of relevant legislation, regulations and compliance requirements
o reviewing legal documents and ensuring compliance with trustee duties
o managing accounts and tax reporting by working closely with tax advisers or accountants
o arranging and actively participating in trustee and trustee committee meetings
o drafting memoranda and minutes of meetings
o liaising with trust and other professional advisers
o managing bank accounts
o governance planning and budgeting
o maintaining records;
§ fulfilling annual CPD requirements and attending conferences and training as required; and
§ such other duties as may arise in connection with trusts, directorships and other services.
The Trust Manager will also undertake such office and company administration tasks as may be required.
Required Skills & Behaviours
§ Good relationship management and interpersonal skills
§ Strong customer service, responsiveness and efficiency
§ Good written and oral communication
§ Enthusiasm, initiative and desire to take on responsibility
§ Efficient management of own workload, priorities and deadlines
§ High level of accuracy, attention to detail, technical and organisational ability
§ Understanding of client and business objectives and requirements
§ Effective collaboration with teams of professionals
§ Networking in legal, taxation and trust area
Qualifications & Experience Required
§ Full member of Society of Trust and Estate Practitioners (STEP) or professional qualification in law, accounting or tax or progressing towards full membership/qualification
§ Minimum of two years’ experience in relevant professional services industry
§ Proficient in MS Word, Excel and Outlook
Salary & Benefits
§ Competitive salary commensurate with qualifications and experience
§ Assistance with public transport to office
§ A hybrid working model is available, with a minimum of three days per week in the office (this model may be modified or terminated at management discretion on at least four weeks’ written notice)
#J-18808-Ljbffr
-
Senior Legal Counsel
3 days ago
Dublin, Ireland Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Dublin, Ireland Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Director, Trust
1 day ago
Dublin, Ireland 2K Games, Inc. Full timeWho We Are 2K is headquartered in Novato, California and is a wholly owned label of Take-Two Interactive Software, Inc. (NASDAQ: TTWO). Founded in 2005, 2K Games is a global video game company, publishing titles developed by some of the most influential game development studios in the world. Our studios responsible for developing 2K’s portfolio of...
-
Dublin, Ireland Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Chief Risk Officer, NTIFASIL
2 days ago
Dublin, Ireland Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Dublin, Ireland ENGINEERINGUK Full timeSr. Technical Program Manager Automation and Tooling, AWS Trust & Safety DESCRIPTION Amazon Web Services (AWS) is built on the core principles of security, privacy, compliance, and transparency, which form the foundation of our trusted cloud infrastructure. We are seeking individuals who are dedicated to upholding these principles daily. Are you interested...
-
Senior Lead Cloud Engineer
3 days ago
Dublin, Ireland Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Dublin, Ireland Amazon Full timeTechnical Specialist, AWS Trust and Safety Job ID: 2875277 | Amazon Development Centre Ireland Limited - D94 AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global...
-
Dublin, Ireland Northern Trust Corp Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Dublin, Ireland Amazon Full timeAWS Systems Security Engineer , AWS Trust & Safety Job ID: 2809224 | Amazon Data Services Ireland Limited AWS Trust and Safety (T&S) Risk & Response (R&R) is seeking a motivated Security Engineer with a strong background in incident response, threat investigation, and developing solutions to security issues. As a Security Engineer in R&R, you will employ...
-
Human Resources Manager
1 day ago
Dublin, Ireland Securitas Full timeHR Manager Ireland - Securitas Technology Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect and optimize organizations of all types and sizes. We're proud to serve as a trusted advisor and integrator, helping organizations across the globe implement smarter, innovative and seamless...
-
Business Planning Manager, International
9 hours ago
Dublin, Ireland Mike’s Hard Lemonade Co Full timeBusiness Planning Manager, International Job Category: Operations Requisition Number: BUSIN005365 Posted: December 6, 2024 Full-Time Hybrid Locations Showing 1 location Ireland Penthouse, Donnybrook House, Dublin 4, DUB D04WN59, IRL Mark Anthony Brands International (MABIUC) is a leading multinational alcohol beverage business, known for successful...
-
Global Shopper Marketing Manager, White Claw
2 hours ago
Dublin, Ireland Mike’s Hard Lemonade Co Full timeGlobal Shopper Marketing Manager, White Claw Job Category: Marketing Requisition Number: GLOBA005313 Posted : November 13, 2024 Full-Time Hybrid Locations Ireland Penthouse, Donnybrook House, Dublin 4, DUB D04WN59, IRL Mark Anthony Brands International (MABIUC) is a leading multinational alcohol beverage business, known for successful brands such as...
-
SRE Manager
9 hours ago
Dublin, Ireland Apple Inc. Full timeApple Services Engineering team is one of the most exciting examples of Apple’s long-held passion for combining art and technology. Join Apple Services Engineering Cloud Service Infrastructure team, as a Site Reliability Engineering Manager, to help support and scale cloud services for millions of Apple users. We are building and supporting new and...
-
Senior Sourcing Manager
19 hours ago
Dublin, Ireland Perrigouk Full timeAt Perrigo, we are driven by our mission to Makes Lives Better Through Trusted Health and Wellness Solutions, Accessible to All. We are proud to be a Top 10 player in the European Consumer Self-Care market and the largest U.S. store brand provider of over-the-counter and infant formula. Dedicated to providing The Best Self-Care for Everyone, we are the...
-
Contract Manager
2 days ago
Dublin, Ireland Electricity Supply Board Full timeESB is a purpose led company striving to create a brighter future for the customers and communities we serve, leading the transition to reliable, affordable, low-carbon energy. Today, we operate one of the most progressive electricity systems in the world, with activities spanning electricity generation, transmission, distribution and supply in Ireland,...
-
Tax Manager
3 days ago
Dublin, Ireland GPC Finance Full timeOur client is a tier one main contractor and have grown to become the leading and most trusted company in its sector and is a uniquely dedicated Data Centre delivery partner in Europe. They are very excited to announce an opportunity for a Tax Manager to join our expanding team. Role: Supervise corporate income tax return compliance. Ensure timely completion...
-
Urgent Search: Assistant Manager
3 days ago
Dublin, Ireland Holland & Barrett Full timeJob Type: Permanent Store Location: Nutgrove Shopping Centre, Rathfarnham Hours: 38.75 hours per week Salary: €14.89 per hour, 25% colleague discount, 30-days annual leave pro rata THE JOB Are you passionate about customer service? Keen to continue your career with the largest UK Health and Wellness Retailer? As an Assistant Retail Manager, you'll...
-
Corporate and Transactions Manager
1 day ago
Dublin, Ireland Grant Thornton Ireland Full timeCorporate and Transactions Manager Corporate and Transactions Manager Apply locations Dublin time type Full time posted on Posted 7 Days Ago job requisition id JR7245 We are Grant Thornton Grant Thornton Ireland is rapidly approaching 3,000 people, in 9 offices across Ireland, Isle of Man, Gibraltar and Bermuda. With a presence in over 149 countries...
-
Account Manager
9 hours ago
Dublin, Ireland Servicenow Full timeCompany Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based...