Our client is seeking an Assistant Manager for a 6-month fixed-term contract to administer a portfolio of fiduciary structures in line with the relevant Client Services Agreements and applicable laws and regulations. In this role, you will be responsible for ensuring that all administrative procedures are followed to a high standard and that you deliver timely, high-quality service to clients. You will also have the opportunity to deputise for the Manager in their absence and take part in related projects as required.
Job Duties:
- Administer a portfolio of complex fiduciary structures ensuring all administrative procedures are adhered to
- Ensure compliance with up-to-date tax and legal advice with support from client managers/directors
- Deliver a high-quality service consistently while maintaining effective communication with client managers/directors
- Liaise with beneficiaries, investment advisers, auditors, property advisers, agents, and legal representatives on portfolio matters
- Manage invoicing fees and debt timely and proactively
- Maintain accurate and detailed client entity files, including drafting Minutes and Meeting Notes
- Support the team lead in managing team activities as required
- Supervise and assist in the development of junior team members when necessary
- Delegate routine administrative tasks while ensuring professionalism and timeliness in task completion
- Oversee projects assigned by the team lead, ensuring accuracy and timely completion
- Understand and monitor risk factors associated with fiduciary structures and seek guidance when necessary
- Provide training and guidance for junior administration team members, sharing your technical expertise
- Handle FATCA, CRS, Payment Procedures, FID Reviews, and Action Points for audit, liaising with auditors as needed
- Demonstrate alignment with core corporate values – Tenacity, Service, Teamwork, Agility, and Genuine
- Stay informed about current industry issues such as interest rate movements and changes in legislation
Job Requirements:
- Proven experience in regulated finance or professional services
- Strong organisational skills and supervisory experience
- Solid understanding of relevant business and market dynamics
- Possess a professional qualification such as STEP or ICSA
- Excellent technical IT skills
- Demonstrated drive for personal development through available resources
What You’ll Love:
Working with our client offers a chance to be part of an inclusive and growth-oriented environment that values diversity and belonging. You will enjoy a supportive culture that enables your professional development while directly contributing to client success.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
