Our client is seeking a dedicated Temporary Assistant Manager for a 12-month fixed-term contract within their Trust and Corporate department. This role involves assisting in the daily management of a Trust and Company administration team, as well as maintaining vital client relationships. The ideal candidate will manage and administer a portfolio of complex company and trust structures while ensuring excellent service delivery. Responsibilities will include responding promptly to client communications, attending client meetings, and assisting with onboarding processes. This position requires a high level of engagement with both clients and the internal team, including delegating workloads and providing necessary training. The candidate will also be responsible for adhering to regulatory frameworks and maintaining client due diligence. This role presents an exciting opportunity to contribute significantly in a well-known organisation committed to client-centric excellence.
Job Duties:
- Administer a portfolio of entities effectively.
- Maintain and build relationships with clients and intermediaries through quality service.
- Respond to client communications within 24 hours where possible.
- Prepare for and attend client meetings as required.
- Assist with client onboarding for new and transferring in business.
- Complete terminations and transfers in a timely manner.
- Provide a B level signatory and act as a director on client entities.
- Assist with delegation and monitoring of workloads within the administration team.
- Maintain and update knowledge of the external regulatory framework and internal procedures.
- Liaise with the Compliance Department when required.
- Manage the Periodic Review and Action Point Process.
- Complete assigned Periodic Reviews and report progress to the Board.
- Respond to accounting queries and review draft financial statements.
- Guide and support the administration team in line with client values.
- Input time in the time billing system daily and complete any additional duties as required.
Job Requirements:
- Minimum of 7 years of trust administration experience.
- Holds a relevant Professional Qualification (e.g., STEP, ICSA, ACCA).
- Strong IT skills, including practical experience of Microsoft Outlook, Word, and Excel.
- Detailed understanding of fiduciary services business and regulatory requirements.
- Ability to work under pressure and meet deadlines.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to work accurately.
- Flexible attitude towards work and willingness to assist team members.
- Excellent time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and willingness to learn.
- Proactive approach to work and ability to work independently.
What You’ll Love:
This role provides an opportunity to play a key part in maintaining a company's strong reputation. The environment is collaborative, allowing for the development of skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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