Our client is seeking an Assistant Trust Manager to join their team. 

You will take care of the administration of a diverse and more complex client portfolio, you’ll help us to continue to deliver the proactive and attentive service essential to the smooth running of our clients. Working within a welcoming and supportive team you will collaborate closely with colleagues at all levels, as well partners from outside the business

Key Responsibilities

• Provide excellent levels of client service in line with procedures and guidelines.
• Maintain and update client documentation accurately.
• Take responsibility for own personal development, in line with agreed performance objectives and development plans.
• Act as an authorised ‘C’ signatory.
• Administer a varied and more complex portfolio of clients, in accordance with procedures.
• Preparation of all day-to-day correspondence with clients and intermediaries.
• Responsible for the maintenance of statutory books and regulatory documentation for own portfolio.
• Liaise with clients on day-to-day matters and overseeing and actioning all ongoing tasks for portfolio.
• Conduct periodic reviews on own clients.

Requirements

• A minimum of a JFSC “Table 5” Qualification is essential, with the expectation and support to attain a “Table 4” qualification through further studies (if not already held).
• Knowledge and Experience
• Minimum of 6 years’ relevant industry administration experience.
• Experience of developing and coaching others.
• Working knowledge of Microsoft Office.
• Good knowledge and understanding of current industry, legislation and regulation and working practices.
• Sound understanding of client financial statements.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com