Trust Manager, Philanthropy
About the job
The Trust Manager job is all about delivering exceptional service to clients while efficiently managing accounts in line with compliance guidelines. This role is vital for maximizing client retention and conversion opportunities, ensuring that clients feel valued and supported. The team thrives on collaboration, dedication, and a commitment to high performance.
You'll be responsible for
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Acting as the point of contact
Serve as the main contact for accounts, providing timely and accurate support to meet client needs.✅
Ensuring compliance
Achieve compliance on a profitable and commercial basis while administering accounts.🌟
Contributing to client satisfaction
Actively work towards attaining high levels of internal and external client satisfaction.What we're looking for
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3+ years in charities/NFP
Experience in a charities or not-for-profit legislative environment is essential.View
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Client-centric experience
Demonstrated experience in a client-focused business environment.View
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Fiduciary knowledge
Understanding of fiduciary responsibilities and compliance obligations.View
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