Apex Group Careers

Do you have trust management experience, and are you seeking a new job in London? Apex Group is looking for a Senior Trust Manager (Personal Trusts) and the hybrid role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.

As a Senior Trust Manager (Personal Trusts), you will manage a varied portfolio of UK trusts and deal with estate administration. Please note that this position requires a combination of accounting, taxation, legal, investment, and commercial experience.

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

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

To apply for this Senior Trust Manager (Personal Trusts) 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 your respective field and be able to act as a point of contact with internal or external clients/stakeholders

You'll receive an excellent salary and benefits package for your knowledge, expertise and flexibility. 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.

Please contact our friendly and welcoming team today to apply and register your interest in this full-time hybrid Senior Trust Manager (Personal Trusts) position.

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.