Purpose of the role:
Assist the Manager and Senior Manager to manager, to the highest standard, a Client Administration Team who have overall responsibility for the administration of a Client Portfolio.
Responsibilities:
- Support the Manager and Senior Manager of the team in fostering both a client service mentality and strong business development culture at all levels by personally demonstrating the cultural values of the business
- Take personal responsibility for a high value Client Portfolio
- Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absence
Skills required:
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Good understanding of the relevant laws relating to ‘Fund Services Business’.
- Good understanding of the duties and responsibilities of a Fiduciary business