The Assistant Manager will be responsible for the management of a range of complex, high-value client structures. They will be responsible for maintaining service excellence, risk management, ensuring compliance with regulatory obligations, and supporting the strategic and commercial objectives of the business.
Key Responsibilities:
- Responsible for the administration of a portfolio of complex trust, company, and foundation structures.
- Maintain and develop strong client relationships, acting as a main point of contact for key stakeholders and intermediaries.
- Play an integral role in client transactions, managing governance documents, and ensuring effective communication with clients.
- Ensure all work is delivered in line with internal policies, procedures, and regulatory requirements.
- Manage client debtors and other client KPI’s.
- Provide technical support and guidance to junior members of the team on complex fiduciary matters.
- Represent the firm in meetings with clients and intermediaries.
- Act as a signatory of the company, where required.
- Undertake the client billing process, ensuring accuracy and timely execution.
- Participate in business development activities through client engagement, intermediary networking and other marketing activities as required.
- Assist in preparation of new business proposals, including pricing strategies, to secure new opportunities.
Skills required:
- Commercial awareness with sound judgement and decision-making skills.
- Excellent interpersonal and communication skills, both written and verbal.
- High level of integrity, discretion, and professionalism.
- Ability to manage competing demands, solve problems effectively, and work under pressure.
- Confident in representing the business with clients and stakeholders at a senior level.
- Proficiency in Microsoft Office applications; competency in NavOne is preferred but not required.
Qualifications and Experience
- Holds or is studying towards a STEP, ICSA (CGI), or equivalent professional qualification.
- Minimum of 5 years’ experience in fiduciary/trust and company administration, with significant experience in managing teams and complex client portfolios, as well as overseeing high-net-worth and institutional client structures across multiple jurisdictions, while ensuring adherence to internal governance standards and risk management procedures.
- Strong understanding of regulatory frameworks and fiduciary best practices (e.g., JFSC, FATCA/CRS, AML/CFT).