Wednesday 05 October 2022
Select a region

Assistant Manager - Private Client

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: You will be required to administer a varied client portfolio, under the supervision of a Manager/Senior Manager. Responsibilities: Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams write-offs and maintain divisions KPIs Review client structures, completing review process for clients entities, remaining aware of risk exposure, including the fulfilment of responsibilities under the review procedures Awareness and adherence to contractual and statutory obligations under the Groups policies, procedures and guidelines, including the Groups core values and expected behaviours, acting as a guide in this respect to more junior members of the team Assist line manager with the preparation and review of reports for management meetings Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required Skills required: Strong knowledge of AML regulations and requirements 5+ years of funds industry experience directly working in fund operations/administration At least 2 years experience of working in a management role. Excellent communication and client service skills, strong client focus gained in a similar environment

For more information please visit

« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?