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Assistant Manager
- Permanent, Full Time
- Closing in 50 days
- Search and Select Recruitment Agency
Our client seeks an Assistant Manager to join their Team. Key Responsibilities: All aspects of administering a portfolio of entities. Maintaining and building excellent relationships with clients and intermediaries through quality service. Responding to all client communications within 24 hours where possible. Preparing for and attending client meetings as required. Assisting with client onboarding for new and transferring in business. Completion of terminations and transfer outs on a timely basis. Providing a B level signatory. Acting as director on client entities. Assisting with the delegation and monitoring of workloads within the administration team and assisting with queries and relevant training. Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation. Maintaining and updating Client Profiles and Risk Assessments. Completing outstanding action points in a timely fashion. Liaison with Compliance Department where required. Obtaining client due diligence where necessary for existing portfolio. Management of the Periodic Review and Action Point Process - Leading the project reporting through to the Compliance and Management Committees. Completing assigned Periodic Reviews as required. Reporting through to the Board on progress and recommendations. Oversight and monitoring investment performance reviews and dealing with any resolutions and remedial work in a timely manner. Reporting to the Board on progress and deficiencies. Responding in full to accounting queries from the client accountants. Reviewing draft financial statements in a timely manner and liaising with the client accountants in relation to the same. Assisting with the process of raising, sending out and collection of fees due. Ensure any potential problems are highlighted to line manager or Director. Completing and inputting time in the time billing system on a daily basis. Key Skills and Experience: Minimum 7 years trust administration experience. Holds a relevant Professional Qualification e.g. STEP, ICSA, ACCA. Strong IT skills, including practical experience of Microsoft Outlook, Word and Excel. Detailed understanding of fiduciary services business including the regulatory requirements. Ability to work under pressure and meet deadlines. Excellent written & verbal communication skills. Ability to work accurately with good attention to detail. A flexible attitude towards work and a willingness to assist other members of the team as required. Excellent time management, prioritisation and organisational skills. Demonstrates drive, ambition & willingness to learn. Understands the importance of consistently delivering high standards in a customer service role. A proactive approach to work & the ability to work under own initiative.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16031
