Our client is seeking an experienced and motivated individual to join their Fund & Corporate Services department as a Temp Assistant Manager/Manager for a 12-month fixed-term contract. This role plays a crucial part in ensuring the successful delivery of services to clients while upholding the company's reputation as client-focused. You will be working within a dedicated team, taking on responsibilities that require both independent decision-making and collaborative efforts across the organisation. You will manage a diverse portfolio of corporate and fund structures, ensuring compliance with relevant laws and maintaining the high standards of client service established by our client. The successful candidate will report to the Associate Director, Funds & Corporate Services, and will be instrumental in achieving the objectives of the business.
Job Duties:
- Supervise and assist in the training of staff within the department, providing regular information, feedback and identifying additional training needs.
- Mentor staff members, ensuring compliance with standard policies and procedures, including recruitment, discipline, resourcing, training and development.
- Oversee the timely raising of client billing, including reviewing work in progress (WIP), approving billing, and distributing to administration teams.
- Administer a varied client portfolio, ensuring all necessary administration tasks are performed to comply with client requirements and relevant legislation.
- Manage client relationships and attend meetings as appropriate.
- Keep the relevant Corporate & Fund Services Director informed of all activities.
- Prepare minutes and resolutions for entities under management, which include companies, trusts, and foundations.
- Ensure all statutory records and returns are prepared and submitted accurately.
- Maintain and update statutory databases/registers.
- Address all client requests and correspondence promptly and efficiently.
- Complete client take-on documentation prior to commencing administration and liaise with relevant contacts during the hand-over of new clients.
- Keep the Compliance department informed of changes to clients' circumstances, including services provided and director changes.
- Consider Anti-Money Laundering and Customer Due Diligence issues and report any concerns as required.
- Engage with new business proposals in collaboration with the relevant Corporate & Fund Services Director.
- Complete daily billing system entries and perform any other duties as required in line with the evolving nature of the function.
- Promote and embody the vision and values of our client in all aspects of the role.
Job Requirements:
- Recognised industry professional qualification.
- Minimum of 5 years' experience in a financial services environment, preferably with relevant management experience.
- Good knowledge of databases such as Unity is desirable.
- Excellent understanding of Corporate and Trust Structures.
- Strong organisational abilities and attention to detail.
- Solid understanding of AML legislation as it pertains to the role.
- Awareness of company procedures relevant to the role.
- Good knowledge of double entry book-keeping.
- Understanding of Trust, Company, and Fund accounting.
What You’ll Love:
This role offers a fantastic opportunity to work with a dynamic team that values excellence and client satisfaction. Our client is dedicated to fostering a supportive and engaging work environment where professional development is encouraged. You will be an essential part of a firm that is committed to maintaining high standards in its services while contributing to the overall success of the business. If you are looking for an opportunity that blends diverse responsibilities with professional growth, this is the role for you.
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