Job Description
Your new company
A boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship‑driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.
Your new role
This role is directly responsible for the ownership of a portfolio of family and charitable trusts and overseeing both the administrative and compliance requirements. The role involves liaising directly with clients and advisers, ensuring accurate reporting across accounts and tax, and supporting more complex trust matters with a higher level of responsibility and judgement.
Key responsibilities include:
Managing a portfolio of trusts and estates, overseeing all administrative activity including payments, distributions, cashflow management and beneficiary arrangements
Preparing and reviewing trust a...
A boutique family office specialising in the management of portfolios for family and charitable trusts, offering a highly personalised and relationship‑driven service. The firm works closely with trustees and beneficiaries to preserve and grow capital over the long term, with a disciplined and considered approach to investment strategy.
Your new role
This role is directly responsible for the ownership of a portfolio of family and charitable trusts and overseeing both the administrative and compliance requirements. The role involves liaising directly with clients and advisers, ensuring accurate reporting across accounts and tax, and supporting more complex trust matters with a higher level of responsibility and judgement.
Key responsibilities include:
Managing a portfolio of trusts and estates, overseeing all administrative activity including payments, distributions, cashflow management and beneficiary arrangements
Preparing and reviewing trust a...