Senior Trustee Associate

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About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success

Discover the Role

Support the Trustee team in the provision of a high-quality client service, producing service deliverables for a portfolio of clients acting as the primary day-to-day contact for the provision of those services, to meet stakeholders’ and client expectations. Will support junior and more experienced team members with the delivery of the capital markets services to TMF’s clients. All associated tasks must be completed in an efficient, professional and timely manner, providing a high quality of service to the client. In addition, required to maintain a good working relationship with the client, answer queries and provide them with any requested documentation.

Key Responsibilities

• Responsible for delivering specified deliverables to clients in accordance with internal and external deadlines
• Ensure appropriate controls, policies, processes and procedures are implemented and adhered to
• Create and maintain relevant records
• Escalate client/work issues to Line Manager/Head of Business unit as applicable
• Assist other members of the team
• Collect appropriate data from clients and input into client lists/database as required
• Establish and maintain a good working relationship with clients
• Strive for high standards of delivery to clients
• Support clients with service delivery matters
• Attend client meetings, as required
• Prepare client work in accordance with procedures
• Work with clients to ensure required documents are received in good time (where applicable)
• Develop technical knowledge through reading and attendance at appropriate (internal and external) training courses, seminars, etc
• Post time accurately in the internal time management system keeping to relevant submission deadline
• Continue to assist and further develop skills on routine transactions
• Provision of work at a high level of foundation technical content, on more specific and specialised work such as amendments, restructurings and events of defaults for example
• Learn and provide support and assist with client management tasks including debt management and billing
• Participate in a wide variety of structured finance transactions and deliver the day to day administration
• Assist team with new deal closings, on-going transactional matters and ad hoc enquiries
• Assist in the review and preparation of all relevant transaction contracts and documents
• Arrange for the execution of legal agreements on closing
• Contribute towards business development including preparing quotes, meeting with clients etc
• Liaise with clients, law firms, investments banks and other industry professionals
• Ensure all transactions are processed in line with internal procedures
• Assist with the internal KYC and on-boarding processes
• Coordinate annual reviews, billing and other internal controls to ensure that they are conducted and observed
• Supporting Transaction Managers, Senior Managers in a range of duties, as and when requested
• Understand of the strategic importance of revenue, productivity, and chargeability

Key Requirements

• Degree Qualifications (2.1 or above) or equivalent preferred in Legal profession
• Minimum of 2 years experience in a similar role within a Trustee role or general legal review of Trust documentation
• Competent in all MS Office packages (Word, PowerPoint, Excel, Outlook)
• Fluent in both written and spoken English
• Familiarity and understanding of payment systems and processes
• First-class client service skills

What’s in it for you?

• An exciting opportunity in an international company
• Professional development opportunities as well as extensive individual further training opportunities, supported by our TMF Business Academy
• A career within an ever-evolving market
• Flat hierarchies with direct contact to management and international exchange

We’re looking forward to getting to know you!