At a Glance
- Tasks: Assist in managing Trust and Company administration, maintaining client relationships, and overseeing a portfolio.
- Company: Leading multijurisdictional Trust and Corporate Service Provider with a strong reputation.
- Benefits: Competitive salary, professional development opportunities, and a supportive team environment.
- Other info: Flexible work culture with opportunities for growth and learning.
- Why this job: Join a dynamic team and make a real impact in the Trust and Corporate Services sector.
- Qualifications: 7+ years of trust administration experience and relevant professional qualifications required.
The predicted salary is between 36000 - 60000 £ per year.
Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.
The Assistant Manager will be responsible for assisting in the day to day management of the Trust and Company administration team, and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. Duties will include:
* All aspects of administering a portfolio of entities
* Maintaining and building excellent relationships with clients and intermediaries through quality service
* Responding to all client communications within 24 hours where possible (which may include holding replies)
* Preparing for and attending client meetings as required
* Assisting with client onboarding for new and transferring in business
* Completion of terminations and transfer outs on a timely basis
* Providing a B level signatory, acting as director on client entities
* Assisting with the delegation and monitoring of workloads within the administration team and assisting with queries and relevant training
* Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
* Maintaining and updating Client Profiles and Risk Assessments
* Completing outstanding action points in a timely fashion
* Liaison with Compliance Department where required
* Obtaining client due diligence where necessary for existing portfolio
The ideal candidate for the role of Assistant Manager will have:
* A minimum of 7 years\' trust administration experience
* Hold a relevant professional qualification e.g. STEP, ICSA, ACCA
* Have strong IT skills, including practical experience of Microsoft Outlook, Word and Excel
* Detailed understanding of fiduciary services business including the regulatory requirements
* Ability to work under pressure & meet deadlines
* Excellent written & verbal communication skills
* Ability to work accurately with good attention to detail
* A flexible attitude towards work and a willingness to assist other members of the team as required
* Excellent time management, prioritisation and organisational skills
* Demonstrates drive, ambition & willingness to learn
* Understands the importance of consistently delivering high standards in a customer service role
* A proactive approach to work & the ability to work under their own initiative
Assistant Manager - TCSP in Douglas employer: Orchard Recruitment Ltd
Our Client is an exceptional employer, offering a dynamic work environment in the Isle of Man that fosters professional growth and development. With a strong emphasis on maintaining excellent client relationships and delivering high-quality service, employees are encouraged to enhance their skills through ongoing training and support. The collaborative culture and commitment to employee well-being make this role as an Assistant Manager in the Trust & Corporate Services team both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Manager - TCSP in Douglas
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their needs, especially in trust administration and client relationship management.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your skills and experiences that match the Assistant Manager role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Assistant Manager - TCSP in Douglas
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Assistant Manager role. Highlight your trust administration experience and any relevant qualifications like STEP or ICSA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Trust & Corporate Services team. Share specific examples of how you've built client relationships and managed portfolios in the past.
Show Off Your Communication Skills:Since excellent written communication is key for this role, make sure your application is clear and professional. We love a good attention to detail, so double-check for any typos or errors before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Orchard Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your trust administration knowledge. Familiarise yourself with the regulatory requirements and the specific duties of an Assistant Manager in a Trust and Corporate Service Provider. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in trust administration, especially any complex portfolios you've managed. Use specific examples to illustrate how you've maintained client relationships and handled challenging situations. This will demonstrate your capability and fit for the role.
✨Communication is Key
Since excellent communication skills are crucial for this position, practice articulating your thoughts clearly. Be ready to explain how you would respond to client communications and manage meetings effectively. This will highlight your ability to maintain high standards in customer service.
✨Demonstrate Team Spirit
The role involves assisting with delegation and training within the team, so be prepared to discuss how you’ve worked collaboratively in the past. Share examples of how you've supported colleagues and contributed to a positive team environment, showcasing your flexible attitude and willingness to help others.
