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Manager - Funds & Institutional

Purpose of the role:

Lead 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.

Responsibilities:

  • Manage to the highest standard a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
  • Ensure appropriate allocation of clients within the team and ensure clear cover in place in connection with absences
  • Adapting to changes in a productive manner and helping to foster a positive attitude within the team
  • Actively contribute to initiatives to improve processes to drive operational excellence
  • To administer a complex and varied portfolio of clients requiring a senior level of technical ability
  • To provide support to junior staff within the team, the Senior Manager, the Client Services Director and senior management of the business
  • Responsible for ensuring all business KPI’s for your Client Portfolio are effectively managed, controlled achieved in accordance with ongoing business requirements

Skills required:

  • ICSA or STEP Diploma qualified or relevant professional qualification
  • Thorough understanding of the relevant laws relating to ‘Fund Services Business’
  • Thorough understanding of the duties and responsibilities of a Fiduciary business
  • Thorough understanding of industry best practice in relation to Fund and Company administration
  • Minimum of 7 years relevant industry experience
 

Fund Administration

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