Our client is seeking an experienced Assistant Manager to join their Trust and Corporate team. This role involves delivering high-quality administration to a portfolio of client trust and company structures, while providing guidance and support to junior team members. The Assistant Manager will play a key role in ensuring the smooth operation of the team and will be assigned their own client portfolio, maintaining excellent client relationships and ensuring top-tier service. Click here to read more.
Job Duties:
- Administer a portfolio of trust and company entities, including communication with clients and intermediaries, transactional work, payments, drafting minutes/resolutions, and preparing documents for the Client Committee.
- Maintain strong relationships with clients and intermediaries through prompt, quality service.
- Respond to client communications within 24 hours.
- Prepare for and attend virtual, local, and occasional UK-based client meetings, with follow-up file notes.
- Assist Directors and Senior Management with the on-boarding of new business.
- Complete terminating business within 3 months and ensure timely billing and fee collection.
- Act as a B-level signatory on client matters.
- Maintain up-to-date Client Profiles, Risk Assessments, and compliance with due diligence.
- Sign off Periodic Reviews within 3 months of receipt.
Job Requirements:
- Minimum of 7 years’ experience in an administrative role, ideally within Fiduciary Services.
- Relevant professional qualification (e.g. STEP, ICSA, ACCA) is preferred.
- Strong understanding of fiduciary services and regulatory requirements.
- Good IT skills, including proficiency in Microsoft Outlook, Word, and Excel.
- Strong communication skills, both written and verbal.
- High attention to detail and ability to manage workloads effectively.
- Flexible attitude with a proactive approach to work and ability to work independently.
- Excellent time management, prioritisation, and organisational skills.
What You’ll Love:
In this role, you’ll join a forward-thinking organisation that values long-term relationships and high-quality service. You will have the opportunity to manage your own portfolio while guiding and developing junior team members. Our client’s commitment to their staff’s growth and success will support your career development, providing an environment that encourages learning and ambition. You’ll play an essential role in a dynamic team, contributing to the continued growth of the company both locally and internationally.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
