Manager/Assistant Manager, Private Clients

Job Description

If you possess the following then please contact us today to find out more about this great opportunity!!

At least 4 years trust and company administration/relevant experience;
“Table B” qualification (or sufficient equivalent relevant experience);
Comprehensive understanding and technical knowledge of Company, Trust and Foundation Administration and relevant laws in addition to the potential tax implications of various structures; and
Awareness of compliance and regulatory obligations
Strong motivational, management, mentoring, interpersonal across all levels, problem solving, time management, business development, and organisational skills
Ability to work under pressure and meet deadlines and use initiative;

The postholder will manage a trust, company and client portfolio and assist with new business take-on and regulatory and compliance matters; manage risk exposure by ensuring team follows policies; monitor risk profiles and ensure high risk matters are monitored and escalate issues; oversee dealings with clients and client relationships; manage billing and aged debt positions; maintain good understanding of local Regulatory and Compliance requirements through CPD; manage flow of new business; undertake projects; manage KPIs for team; take part in recruitment, performance and disciplinary issues; helping train and mentor team members, lead on property purchase/sales and restructuring transactions; arrange and attend board meetings and prepare minutes and resolutions; incorporate companies and obtain fee quotes for new structures; undertake periodic reviews in line with risk management; review work in progress and highlight additional work and fee invoices required.
Entitled and Registered candidates can apply.