Senior Trustee Associate
We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.
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!
Recommended Jobs
Trainee Accountant
Our client is seeking a motivated and driven Trainee Accountant to join their growing team. This entry-level role offers a fantastic opportunity to gain hands-on experience in accounting and finance, …
Private Client Legal Secretary
Private Client Legal Secretary JS Legal Recruitment is excited to be working with a leading regional Legal 500 law firm with multiple offices across Essex. Due to continued growth, my client i…
Environmental Health Officer
Environmental Health Officer needed in Bexleyheath Paying £20.16 per hr ref OR11598 Full time hours on a temporary basis Key Responsibilities Carry out inspections and investigations in line…
Claims Oversight Manager
An exciting opportunity has arisen for a Claims Oversight Manager, on a fixed term contract basis. Responsibilities will include supervising and guiding members, enhancing member performance and eleva…
Demand Generation Manager - Data
Ready to drive campaigns that turn data into measurable growth? As our Demand Generation Manager, you'll be at the centre of shaping and executing multi-channel campaigns that generate qualified le…
Early Years Teaching Assistant in Willesden
Early Years Teaching Assistant role in Willesden, NW London A forward thinking and joyful primary school are looking for an Early Years Teaching Assistant to join their team in September, likely to …
Contracts Manager
Job Title: Contracts Manager Location: London (On-site) About the Role We are a global leader in market intelligence seeking a seasoned Contracts Manager to join our dynamic team in London. …
Political Violence & Terrorism Underwriter
This is a new opportunity created due to internal development for an experienced terrorism and PV underwriter, ideally having a minimum of 5 years of being in an underwriting capacity. This role h…
Housekeeper to work part-time, Job ID J1E370
This lovely family based in Brixton Hill, London, is looking for a Part-time Housekeeper to keep their home clean and tidy. The role involves all general housekeeping duties, with priorities includin…