Trust Manager / Assistant Manager – Central London

Overview

In this role you will manage trusts, estates and probate workflows for clients, ensuring high-quality service and adherence to budgets. You will collaborate closely with partners and managers, supporting semi-seniors and contributing to a specialist Trusts & Estates service. The role offers ownership within a diverse, technically focused area with strong training and development. This is a chance to build expert skills in a leading independent firm and make a meaningful impact for individuals and their advisors.

Responsibilities

• Manage trusts, estates and probate workflows for clients and SLs
• Deliver high-quality client service
• Ensure adherence to individual budgets and timelines
• Collaborate with partners, managers, and semi-seniors
• Provide ownership and mastery within the trusts & estates specialism

Key requirements

• strong client service orientation
• team collaboration
• proactive ownership and accountability
• trusts and estates knowledge
• estate planning
• probate processes

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