Our client is seeking a Manager to join their Fiduciary Management and Administration team. In this role, you will provide day-to-day operational support to an Engagement Lead or Lead Director, managing a portfolio of clients and co-ordinating various departments to ensure exceptional service delivery. The role also involves providing technical advice on trust and company matters, supporting client relationship teams, and fostering a commercially aware, proactive environment. Click here to read more.
Job Duties:
- Manage client relationships with guidance from an Engagement Lead or Lead Director.
- Co-ordinate service delivery across departments, ensuring a focus on adding value while maintaining high service standards.
- Provide technical support on trust and company matters, deferring complex issues to the Lead Director as necessary.
- Support new business development by maintaining and developing referral channels.
- Provide guidance, training, and mentoring to team members.
- Ensure effective control of WIP, billing, and debtor management within company guidelines.
- Proactively identify and report significant issues to senior management.
- Act as a Key Person, understanding and assisting with KYC and due diligence requirements, and ensuring compliance with AML regulations.
Job Requirements:
- Attained or working towards a recognised professional qualification e.g. ICSA, STEP.
- Minimum of five years' experience in a relevant financial services environment.
- Proven management skills, with the ability to mentor and guide junior staff.
- Strong technical experience in the administration of trusts and offshore fiduciary structures.
- Excellent communication skills and the ability to build productive working relationships.
- Commercially astute with the ability to manage client relationships and ensure efficient service delivery.
- Experience using fiduciary management and data storage software e.g. ViewPoint, Laserfiche.
- Good knowledge of Microsoft Office applications.
What You’ll Love:
Our client provides a dynamic and supportive working environment, where your contributions to fiduciary services are highly valued. You will work alongside industry experts, managing a portfolio of clients while ensuring that best practices are maintained. The role offers opportunities for professional growth, allowing you to enhance your technical expertise in trust and company administration within an expanding business.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
