Our client is an international and award-winning corporate, private client and fund administration business. They currently have a fantastic opportunity for an Assistant Manager to provide a highly comprehensive company and trust administration service, providing advice and company management to clients and colleagues.
Roles at this level are held by experienced professionals responsible for providing proven specialist/technical expertise, and/or managing a diverse team and/or resources. Work often involves interpreting or assessing client needs, identifying trends, generating original ideas and testing innovative solutions where these are not obvious. Individuals are typically accountable for the quality and professionalism of service delivery and are permitted discretion provided that activities are consistent with operational policies and precedents. There will be a requirement to plan and organise individual and/or team activity to integrate and co-ordinate work across different parts of the Company.

Principal Accountabilities: –

• Management of client portfolio in a professional manner.
• To assist in the management and development of team members.
• To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
• Delegate to colleagues and give technical advice where appropriate.
• To control and manage periodic accounts on a client portfolio.
• To prioritise work on structures.
• To review clients’ investment portfolios.
• To prepare for and attend meetings with clients and directors.
• To seek legal assistance in relation to drafting legal complex documents.
• Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc. as and when appropriate.
• To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.
• To be responsible for the activities of team members who report to him/her.
• To observe CDD and EDD at all times.
• To assist with management of team’s financial matters.
• To maintain client confidentiality at all times.
• To be responsible at all times to the directors.
• To record all time on the Company’s time recording system and ensure narrative is clear.
• Achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require. This job description is a guide to the principal, current duties of the job. It does not form part of the contract of employment.

All applicants must have 5 years residency.

For further information, please contact the Perm team on 50000.

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