Apex Group Careers

Apex Group is looking for a Trust Manager to manage a varied portfolio of UK trusts and deal with estate administration. This full-time Trust Manager hybrid role is based in London and offers a favourable salary and benefits package. 

If you were already in this Trust Manager role, here are some of the areas you would have been working in this week:

• Arranging income and capital distributions to beneficiaries and to correctly document the same
• Preparing and reviewing all tax calculations for client portfolio
• Maintaining and monitoring diary notes and workflows for client portfolio on CCH Central
• Ensuring that the investment policy statement is relevant, up to date, and any restrictions correctly documented

To apply for this Trust Manager role, your soft skills, expertise and experience should include:

• STEP qualified or equivalent, with typically five years of relevant industry/specialist experience
• Sound technical knowledge of the respective field
• The ability to act as a point of contact with internal or external clients/stakeholders

In return for your dedication, collaboration and commitment, you'll receive a generous salary and benefits package, joining a welcoming and inclusive culture. Benefits:

• As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working
• Our people are our greatest asset, and we invest in talent development
• Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

If this full-time hybrid Trust Manager job motivates and inspires you, please contact Apex Group today.

Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 13,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.