Our client is seeking an Assistant Manager, Private Clients to administer a portfolio of fiduciary structures in accordance with relevant Client Services Agreements and the applicable laws and regulations. In this full-time role, you will ensure that all administration procedures are followed while delivering high-quality service to clients. You will also be expected to undertake additional responsibilities as required, such as deputising for the Manager in their absence and participating in relevant projects.
Job Duties:
- Administer a portfolio of complex fiduciary structures to a high standard, ensuring adherence to all administration procedures.
- Ensure compliance with up-to-date tax and legal advice, collaborating with client managers and directors.
- Deliver timely and high-quality service to clients while effectively communicating with client managers and directors.
- Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents, and lawyers regarding all matters related to the portfolio management.
- Manage invoicing fees and debt management proactively and promptly.
- Maintain comprehensive understanding of client entity transactions, ensuring all client files are current, including drafting Minutes and Meeting Notes accurately.
- Assist the team lead in managing the team as necessary.
- Supervise and support the development of junior team members.
- Delegate routine administration tasks to the administration team while providing ongoing oversight.
- Oversee projects as directed by the team lead, ensuring timely and accurate completion.
- Understand and identify risk factors specific to fiduciary structures and seek guidance when necessary.
- Provide on-the-job training for junior administration team members, sharing technical knowledge and experience.
- Oversee FATCA, CRS, payment procedures, FID reviews, and associated actions for audits, liaising with auditors as needed.
- Embody and promote corporate values of Tenacity, Service, Teamwork, Agility, and Genuine commitment.
- Maintain awareness of current industry issues, including interest rate movements and legislative changes.
Job Requirements:
- Proven experience in regulated finance or professional services.
- Strong organisational and supervisory skills.
- Comprehensive understanding of business and markets relevant to the role.
- Possession of a relevant professional qualification such as STEP or ICSA.
- Proficient technical IT skills.
- Commitment to personal development and utilization of available resources for success.
What You’ll Love:
Our client fosters a supportive work environment where colleagues are valued and encouraged to thrive. You will have opportunities for professional development and the chance to be part of a dynamic team dedicated to delivering exceptional service.
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.
