Are you an experienced Manager who is able to provide a comprehensive Private Client Service whilst undertaking business development and marketing opportunities? A wealth services provider is seeking an ICSA/STEP-qualified person to manage their team.
Key responsibilities:
- Reviewing and monitoring the team billing
- Ensuring the team administers the client portfolio to a high standard and completed on time
- Identifying any training needs and undertaking training in the absence of the Assistant Manager /Senior Administrator
- Undertaking the Managers review of working papers files for the annual accounts/Financial Statements for your teams clients
Reviewing all outgoing correspondence including Board /Trustee minutes
- Establishing and maintaining strong working relationships with your team, intermediaries, clients and client advisors
Requirements for the role include:
- ICSA or STEP qualified or other relevant recognised qualification
- 10 years' experience in the fiduciary sector
- Previous management experience
- High level of understanding of compliance, risk, and mitigation
- High-level awareness of AML legislation and codes of practice
- Understanding of CRS/FATCA
If this sounds interesting, contact one of our team to register today.
