Our client is seeking an experienced and professional Assistant Manager / Senior Trust Officer to oversee the day-to-day administration of a diverse fiduciary client portfolio. This client-facing role involves managing private and corporate relationships, including complex cases requiring hands-on administration. The successful candidate will also provide leadership, support, and development for one experienced administrator and an additional support role, ensuring deadlines are met and team performance is optimised. Click here to read more
Job Duties:
- Delegate work and clarify deadlines for the team.
- Provide support and guidance to team members, answering queries and addressing challenges.
- Conduct six-monthly appraisals and contribute to the professional development and progression of the administrator.
- Perform day-to-day administration for a client portfolio, ensuring all client needs are met.
- Act as an authorised signatory for the business.
- Manage client relationships, dealing directly with clients and providing an initial escalation point for any issues.
- Deliver regular reporting information to Directors.
- Ensure compliance with all company policies and procedures.
- Assist with ad hoc projects as required.
- Support the new business take-on process for the fiduciary business line.
Job Requirements:
- Strong leadership and delegation skills.
- Ability to manage and develop team members effectively.
- Proven experience in client-facing roles, with excellent interpersonal and communication skills.
- Knowledge and experience in fiduciary client administration, including private and corporate structures.
- Strong organisational skills with the ability to manage deadlines and prioritise tasks effectively.
- Familiarity with policies, procedures, and regulatory requirements within the fiduciary sector.
- Problem-solving ability and capacity to handle complex cases independently.
What You’ll Love:
You’ll have the opportunity to work within a dynamic environment, managing a diverse portfolio of clients and collaborating closely with Directors and team members. Our client is committed to professional development, offering a supportive and inclusive atmosphere that encourages growth and innovation.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
