The Assistant Manager will be responsible for assisting in the day to day management of the Trust and Company administration team, and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. Duties will include:
* All aspects of administering a portfolio of entities
* Maintaining and building excellent relationships with clients and intermediaries through quality service
* Responding to all client communications within 24 hours where possible (which may include holding replies)
* Preparing for and attending client meetings as required
* Assisting with client onboarding for new and transferring in business
* Completion of terminations and transfer outs on a timely basis
* Providing a B level signatory, acting as director on client entities
* Assisting with the delegation and monitoring of workloads within the administration team and assisting with queries and relevant training
* Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
* Maintaining and updating Client Profiles and Risk Assessments
* Completing outstanding action points in a timely fashion
* Liaison with Compliance Department where required
* Obtaining client due diligence where necessary for existing portfolio
The ideal candidate for the role of Assistant Manager will have:
* A minimum of 7 years' trust administration experience
* Hold a relevant Professional Qualification e.g. STEP, ICSA, ACCA
* Have strong IT skills, including practical experience of Microsoft Outlook, Word and Excel
* Detailed understanding of fiduciary services business including the regulatory requirements
* Ability to work under pressure & meet deadlines
* Excellent written & verbal communication skills
* Ability to work accurately with good attention to detail
* A flexible attitude towards work and a willingness to assist other members of the team as required
* Excellent time management, prioritisation and organisational skills
* Demonstrates drive, ambition & willingness to learn
* Understands the importance of consistently delivering high standards in a customer service role
* A proactive approach to work & the ability to work under their own initiative
Salary description
£50000.00 - £60000.00 per year