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Fiduciary Manager
- To be advised
- Permanent, Full Time
- Closing in 6 days
- Knox D'arcy Group
Managing our Fiduciary team (including):
Monitoring actions/activities generated by/for the team.
Direct supervision of junior staff.
Applying standards introduced by board & recommending & organising ongoing training (including adherence to policies/procedures).
Monitoring and guidance to the application of regulatory requirements (TCSP, AML/CFT etc.) & ensuring awareness and adherence by team.
Introducing processes/procedures to assist in productive management of client portfolios.
Managing productivity of team (including):
Billing process - Input & guidance of team to ensure appropriate billing targets are maintained, including efficient debtor management, cash collection and settlement of sales invoices.
Monitoring time management of team (weekly/monthly/quarterly reporting).
Lead to small client portfolio.
Acting in capacity as a Director to client entities.
Acting in capacity as a Director to HTCL corporate trustee cos, nominee shareholders & corporate secretary.
Member of signing committee (HTCL office & client entities).
Attending training and to develop relevant knowledge, competencies, and skills to support the development of the business.
Assisting with various external reporting requirements, such as CRS/FATCA, AML, banking.
Assisting with submission of client IOM VAT & Tax returns.
Annual appraisals/monitoring.
Assistance with management & development of IT systems (cosec, office, document management, intranet etc. guidance and ensuring accuracy of records.
Performing such additional duties from time to time as requested.
For further details and to apply please contact rossbyrne@hillberrytrust.com
