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Fiduciary Manager

Full Time (37.5 hrs/wk)

Reference ID: 204070
Duration: Permanent
Salary: To be advised
End Date: 23 Sep 2024

Job Description

Our client seeks a Fiduciary Management and Administration Manager to join theirteam. Role Profile: Day to day operational aspects to support an Engagement Lead/ Lead Director in the ownership of a portfolio of clients Co-ordinate variousdepartments in the delivery of the service offer - focusing on adding valuewhilst maintaining exceptional service levels. Provide technical advice andsupport on trust and company matters to both clients and client relationshipteams, deferring to the Lead Director where appropriate. Support existing clientbase and new business team in developing new business referral channels, Developand maintain a 'can do' culture wherein people are commercially aware, fullyfocused and able to meet efficiency targets Key Responsibilities: Manage clientrelationships with guidance from an Engagement Lead or Lead Director, Use bestjudgement to highlight and report significant matters that require the attentionof the Lead Director and/or the Board, Proactive awareness necessary to ensurethe effective and efficient day to day management of client relationships,Provide an ongoing and consistent high level of technical support to SeniorManagers and Leads alike - focusing sharply on best practice, Provide first handguidance, training and mentoring of staff within the team. Maintain overallactive control for WIP, billing, debtor management, whilst at all times ensuringthese are maintained within the company's accepted guidelines, Acting as KeyPerson as defined by the Financial Services Authority (FSA)Undertake ongoingContinuing Professional Development training in line with FSA requirements.Understanding and assisting with KYC and due diligence requirements. Considerand report risk and Anti-Money Laundering (AML) concerns or issues, Annual AMLtraining. Signatory on client company bank accounts. Director on clientcompanies, Managing all aspects of Client Administration, Key Skills andExperience: Attained or working towards a recognised professional qualificationeg, ICSA, STEP, Minimum of five years working in a relevant financial servicesenvironment. Possess excellent communication skills and 'people awareness'combined with the ability to establish productive working relationships at everylevel. Demonstrate technical experience in the administration of trusts andoffshore fiduciary structures with a focus on excellent service delivery.Strength in all aspects of a fiduciary service provider including bothrelationship management and the control and process perspectives necessary tosupport business expansion. Proven management skills. Excellent commercialacumen. Disciplined and organised approach, influential and credible with aflexible hands-on style. Demonstrate credible relationship management. Goodknowledge of Microsoft computer applications and fiduciary management / datastorage software (eg, ViewPoint / Laserfiche) If you have the required skillsplease apply online at searchandselect.com quoting reference number: 15017

Job Posted by Search & Select

searchandselect.com [email protected]
Select House, 1 Upper Church Street, Douglas, Isle of Man, IM1 1EE

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