Our client is looking for an Assistant Manager to join their Trust & Corporate team on a temporary basis for an initial period of 6 months, with the potential for extending to 12 months. The primary purpose of this role is to provide exceptional client administration for a portfolio of client trust and company structures while supporting the Private Wealth Team as necessary. The successful candidate will work closely with the Trust team, clients, and intermediaries to manage a diverse portfolio of entities effectively.
Job Duties:
- Administer a portfolio of client entities, ensuring efficient communication with clients and intermediaries through email and phone.
- Engage in transactional work, including managing payments and administration of a wide range of asset types.
- Draft minutes, resolutions, and source documents for presentation to the Client Committee by the Team Leader.
- Maintain and build strong client relationships through high-quality service, responding to all client communications within 24 hours.
- Prepare for and attend client meetings, both virtually and locally, and contribute to post-meeting documentation.
- Assist Directors and Senior Management with onboarding new business and complete terminating and outgoing business within 3 months of notification.
- Conduct quarterly reviews of all time billed to your portfolio and manage invoicing and collections of fees promptly.
- Maintain and update Client Profiles and conduct Risk Assessments to ensure compliance.
- Complete required tasks within deadlines and sign off on Periodic Reviews within 3 months of receipt.
- Maintain daily timesheets and achieve monthly utilisation targets while adhering to the company’s vision, values, policies, and procedures.
Job Requirements:
- Minimum of 5 GCSEs (or equivalent) including English and Mathematics at Grade C or above.
- At least 5 years’ experience in an administrative role, specifically within Fiduciary Services.
- Holds a relevant Professional Qualification, such as STEP, CGI, or ACCA.
- Strong understanding of fiduciary service regulations and business practices.
- Proficient in Microsoft Outlook, Word, and Excel with good IT skills.
- Excellent written and verbal communication skills with strong attention to detail.
- Flexible attitude towards work with a willingness to assist team members.
- Strong time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and a proactive work approach with the ability to work independently.
What You’ll Love:
In this position, you will become a vital member of a dynamic team committed to delivering top-tier client service. Our client fosters a supportive working environment that promotes professional growth and a collaborative workplace culture. You will have the opportunity to work closely with a diverse client base, further enhancing your expertise in trust administration.
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.
