The Assistant Manager will oversee a portfolio of trusts and corporate structures, ensuring the effective administration and management of all processes involved. This role involves day-to-day management, including cash management, payments, and the exercise of discretionary powers. The Assistant Manager will maintain meticulous records, review and monitor investment portfolios, and ensure chargeable time is accurately recorded, with timely invoicing for the team. Monitoring aged debtors for payment is also a key responsibility. The ideal candidate will act as a primary or backup relationship manager for various clients, and will seek opportunities to develop and enhance these relationships. Additionally, involvement in client meetings and follow-up on action points will be essential. Effective utilisation and supervision of junior employees will contribute to the overall success of the team.
Job Duties:
- Administration and management of trusts and corporate structures
- Day-to-day management and delegation of tasks
- Cash management and payments
- Review and monitoring of investment portfolios
- Ensure timely invoicing and recording of chargeable time
- Monitor and follow-up on aged debtors
- Act as primary or backup relationship manager for clients
- Preparation and attendance at client meetings, following up on action points
- Supervise and provide training to junior employees
- Ensure compliance with Review Comments Compliance (revcomps)
- Maintain continuous personal development
- Ensure Customer Due Diligence (CDD) is maintained for all clients
Job Requirements:
- Minimum of four to five years’ relevant experience in the trust sector
- Final stages of a professional qualification, e.g., ICSA certificate or STEP Foundation
- Strong commitment to a career in trust and company administration
- Excellent knowledge and experience in offshore trust and company administration
- Strong written and verbal communication skills
- Intermediate proficiency in MS Word, Excel, and Outlook
- Strong teamwork skills with adaptability to change
- Excellent analytical skills with a detail-oriented approach
- Strong personal organisation and time management skills
- Ability to plan, monitor workloads, and delegate effectively
- Knowledge of local regulatory environments
- Ability to resolve queries and find solutions
- Capability to drive tasks and motivate others
- Willingness to learn new skills while assisting others in their development
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. The successful candidate will work in a collaborative environment with opportunities to develop skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and provides ample opportunities for training and career development.
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