Our client is seeking a highly experienced professional to join their Private Client team as a Manager. This role requires a minimum of eight years’ trust and company administration experience and offers a unique opportunity for business development. The successful candidate will be responsible for overseeing the administration of a portfolio of clients, ensuring compliance with regulatory requirements, and managing a team of administrators to deliver high-quality service.
Job Duties:
- Manage the administration of a portfolio of trusts, companies, foundations, and other entities.
- Oversee new business take-on, from enquiry through to New Business Committee approval.
- Ensure compliance with regulatory requirements and address action points from Compliance Committee meetings.
- Monitor and manage risk exposure by enforcing policies and procedures.
- Provide guidance to team members on regulatory and compliance matters.
- Oversee the billing process and manage aged debt effectively.
- Attend client and professional adviser meetings as required.
- Act as an Authorised “B” Signatory in accordance with company policies.
- Contribute to departmental projects to enhance client service and operational efficiency.
- Manage team KPIs to ensure profitability and high service standards.
Job Requirements:
- Minimum of eight years’ experience in trust and company administration.
- Holding a “Table B” qualification or equivalent relevant experience.
- Strong technical knowledge of trust, company, and foundation administration, along with an understanding of tax implications.
- Proven supervisory and management experience.
- Ability to effectively manage and mentor staff, ensuring professional development and succession planning.
- Excellent communication skills, with the ability to engage confidently with clients and colleagues.
- Business development skills, with the ability to build and maintain a network of intermediaries.
- Strong organisational and time management skills, with the ability to work under pressure and meet deadlines.
- A proactive, solution-driven approach and the ability to make decisions within corporate policies.
What You’ll Love:
Our client offers an exciting opportunity to work within a dynamic and growing Private Client team. This role provides the chance to develop business relationships internationally. You will work within a collaborative environment where professional growth is encouraged, and your expertise will contribute to the continued success of the team.
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