Our client is seeking an Assistant Manager to support the Trust Manager in delivering an efficient and professional service to a portfolio of complex and time-sensitive companies and trusts. The role involves administrative oversight, client relationship management, compliance monitoring, and staff development within the Trust Administration team. Click here to read more
Job Duties:
- Support the Trust Manager in managing administrative and clerical responsibilities within the team, ensuring service levels and business standards are met.
- Accurately record time spent on cases, meeting billing targets.
- Build and maintain professional relationships with clients and intermediaries, identifying and communicating business development opportunities to senior staff.
- Monitor and maintain regulatory compliance and best business practices within the team.
- Review investment and financial reports for approval by Managers or Directors within agreed timelines.
- Contribute to staff training and development, providing fiduciary knowledge to team members.
- Act as cover for the Trust Manager during their absence.
- Undertake a minimum of 20 hours of Continuing Professional Development annually and maintain evidence of this.
- Perform additional duties relevant to the role as required.
Job Requirements:
- At least five to seven years’ experience in fiduciary services.
- Qualified or near completion of a professional qualification such as STEP Diploma or equivalent (NVQ4 or higher).
- Comprehensive knowledge of fiduciary services practices.
- Proven ability to manage client relationships professionally and effectively.
- Strong written and spoken communication skills.
- Capability to supervise staff and contribute to their development.
- Commitment to undertaking professional qualifications and continuous development.
What You’ll Love:
This role offers the opportunity to work in a dynamic environment where excellence and professional growth are prioritised. Our client values dedication, collaboration, and continuous development, providing a supportive setting to help you succeed and thrive in your fiduciary career.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
