Purpose of the role:
Our client is looking for an Assistant Manager on a one year contract to cover maternity leave in their Private Wealth team.
Responsibilities:
- Actively contribute to initiatives to improve processes to drive operational excellence
- Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager/Senior Manager and more junior staff within the team
- Support the Manager in identifying business opportunities and support with follow up actions as required
- Support the Manager in fostering both a client service mentality and strong business development culture at all levels within the team
- Support the Manager in managing a Client Administration team who have overall responsibility for the administration of a Client Portfolio
- Assist with the take on of new business for the team, ensuring that new business is processed smoothly and efficiently
Skills required:
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Good understanding of the relevant laws relating to ‘Trust Company Business’
- Good understanding of the duties and responsibilities of a Fiduciary business
- Good understanding of industry best practice in relation to Trust and Company administration
- Minimum of 5 years relevant industry experience