Assistant Manager, Private Wealth - FTC at IQEQ

Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to your Manager/Senior Manager and more junior staff within the team
Support your Manager in managing a Client Administration Team who have overall responsibility for the administration of a Client Portfolio
Assist with the take on of new business for the team, ensuring that new business is processed smoothly and efficiently
Support where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan
Provide your Manager with support with regard to the regular and on-going reviews of any uncommercial fee arrangements within your Client Portfolio.