Contract Assistant Manager - 6-12 months

Our client is looking for an Assistant Manager to join their Trust & Corporate team on a temporary basis for an initial period of 6 months, with the potential for extending to 12 months. The primary purpose of this role is to provide exceptional client administration for a portfolio of client trust and company structures while supporting the Private Wealth Team as necessary. The successful candidate will work closely with the Trust team, clients, and intermediaries to manage a diverse portfolio of entities effectively.

Job Duties:

• Administer a portfolio of client entities, ensuring efficient communication with clients and intermediaries through email and phone.
• Engage in transactional work, including managing payments and administration of a wide range of asset types.
• Draft minutes, resolutions, and source documents for presentation to the Client Committee by the Team Leader.
• Maintain and build strong client relationships through high-quality service, responding to all client communications within 24 hours.
• Prepare for and attend client meetings, both virtually and locally, and contribute to post-meeting documentation.
• Assist Directors and Senior Management with onboarding new business and complete terminating and outgoing business within 3 months of notification.
• Conduct quarterly reviews of all time billed to your portfolio and manage invoicing and collections of fees promptly.
• Maintain and update Client Profiles and conduct Risk Assessments to ensure compliance.
• Complete required tasks within deadlines and sign off on Periodic Reviews within 3 months of receipt.
• Maintain daily timesheets and achieve monthly utilisation targets while adhering to the company's vision, values, policies, and procedures.

Job Requirements:

• Minimum of 5 GCSEs (or equivalent) including English and Mathematics at Grade C or above.
• At least 5 years' experience in an administrative role, specifically within Fiduciary Services.
• Holds a relevant Professional Qualification, such as STEP, CGI, or ACCA.
• Strong understanding of fiduciary service regulations and business practices.
• Proficient in Microsoft Outlook, Word, and Excel with good IT skills.
• Excellent written and verbal communication skills with strong attention to detail.
• Flexible attitude towards work with a willingness to assist team members.
• Strong time management, prioritisation, and organisational skills.
• Demonstrates drive, ambition, and a proactive work approach with the ability to work independently.

What You'll Love:

In this position, you will become a vital member of a dynamic team committed to delivering top-tier client service. Our client fosters a supportive working environment that promotes professional growth and a collaborative workplace culture. You will have the opportunity to work closely with a diverse client base, further enhancing your expertise in trust administration.

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