Fiduciary Manager

Our client seeks a Fiduciary Management and Administration Manager to join their team. Role Profile: Day to day operational aspects to support an Engagement Lead / Lead Director in the ownership of a portfolio of clients. Co-ordinate various departments in the delivery of the service offer - focusing on adding value whilst maintaining exceptional service levels. Provide technical advice and support on trust and company matters to both clients and client relationship teams, deferring to the Lead Director where appropriate. Support existing client base and new business team in developing new business referral channels. Develop and maintain a 'can do' culture wherein people are commercially aware, fully focused and able to meet efficiency targets. Key Responsibilities: Manage client relationships with guidance from an Engagement Lead or Lead Director. Use best judgement to highlight and report significant matters that require the attention of the Lead Director and/or the Board. Proactive awareness necessary to ensure the effective and efficient day to day management of client relationships. Provide an ongoing and consistent high level of technical support to Senior Managers and Leads alike - focusing sharply on best practice. Provide first hand guidance, training and mentoring of staff within the team. Maintain overall active control for WIP, billing, debtor management, whilst at all times ensuring these are maintained within the company's accepted guidelines. Acting as Key Person as defined by the Financial Services Authority (FSA)Undertake ongoing Continuing Professional Development training in line with FSA requirements. Understanding and assisting with KYC and due diligence requirements. Consider and report risk and Anti-Money Laundering (AML) concerns or issues. Annual AML training. Signatory on client company bank accounts. Director on client companies. Managing all aspects of Client Administration Key Skills and Experience: Attained or working towards a recognised professional qualification eg, ICSA, STEPMinimum of five years working in a relevant financial services environment. Possess excellent communication skills and 'people awareness' combined with the ability to establish productive working relationships at every level. Demonstrate technical experience in the administration of trusts and offshore fiduciary structures with a focus on excellent service delivery. Strength in all aspects of a fiduciary service provider including both relationship management and the control and process perspectives necessary to support business expansion. Proven management skills. Excellent commercial acumen. Disciplined and organised approach, influential and credible with a flexible hands-on style. Demonstrate credible relationship management. Good knowledge of Microsoft computer applications and fiduciary management / data storage software (eg, ViewPoint / Laserfiche). If you have the required skills please apply online at searchandselect.com quoting reference number: 15017