The Manager will assist in leading a fiduciary administration team 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 include:
- Manage a team 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.
- Review and approve high-risk transactions, governance documents, and client communications.
- Ensure all work is delivered in line with internal policies, procedures, and regulatory requirements.
- Manage team performance including; conducting performance reviews, overseeing absences and attendance, tracking team KPI’s and fostering the development of junior staff.
- Provide technical support and guidance to team members on complex fiduciary matters.
- Oversee risk management processes within the team, working closely with compliance to address any issues.
- Represent the firm in meetings with clients, legal advisors, and regulatory bodies as needed.
- Serve as B Authorised Signatory.
- Oversee and manage the team’s 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 the preparation of new business proposals, including pricing strategies, to secure new opportunities.
Qualifications & 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).
Skills Required:
- Leadership and team development capabilities.
- 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.