Assistant Manager - TCSP

Orchard Recruitment Ltd; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading Trust and Corporate Service Provider in the United Kingdom is seeking an experienced Assistant Manager to join their Trust & Corporate Services team. The role involves managing day-to-day operations, maintaining client relationships, and overseeing a portfolio of complex company and trust structures. The ideal candidate should have at least 7 years of trust administration experience and hold a relevant professional qualification like STEP, ICSA, or ACCA. Strong IT skills and excellent communication are essential for success in this role.

Qualifications

• Minimum of 7 years' trust administration experience required.
• Professional qualification such as STEP, ICSA, or ACCA preferred.
• Strong IT skills with practical knowledge of Microsoft Office.

Responsibilities

• Manage client communications and ensure timely responses.
• Administer a portfolio of entities and maintain client relationships.
• Provide a B level signatory for client entities.

Skills

Trust administration experience

Strong IT skills

Excellent communication skills

Attention to detail

Time management skills

Fiduciary services understanding

Ability to work under pressure

Education

Relevant professional qualification e.g. STEP, ICSA, ACCA

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Our Client is a leading, long-established multijurisdictional Trust and Corporate Service Provider. Their IOM office is now seeking an experienced Assistant Manager to join the Trust & Corporate Services team.

The Assistant Manager will be responsible for assisting in the day to day management of the Trust and Company administration team, and the maintenance of key client relationships, including the management and administration of a portfolio of complex company and trust structures. Duties will include:

• All aspects of administering a portfolio of entities
• Maintaining and building excellent relationships with clients and intermediaries through quality service
• Responding to all client communications within 24 hours where possible (which may include holding replies)
• Preparing for and attending client meetings as required
• Assisting with client onboarding for new and transferring in business
• Completion of terminations and transfer outs on a timely basis
• Providing a B level signatory, acting as director on client entities
• Assisting with the delegation and monitoring of workloads within the administration team and assisting with queries and relevant training
• Maintaining and updating knowledge of the external regulatory framework and internal procedures together with demonstrating correct implementation
• Maintaining and updating Client Profiles and Risk Assessments
• Completing outstanding action points in a timely fashion
• Liaison with Compliance Department where required
• Obtaining client due diligence where necessary for existing portfolio

The ideal candidate for the role of Assistant Manager will have:

• A minimum of 7 years' trust administration experience
• Hold a relevant professional qualification e.g. STEP, ICSA, ACCA
• Have strong IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Detailed understanding of fiduciary services business including the regulatory requirements
• Ability to work under pressure & meet deadlines
• Excellent written & verbal communication skills
• Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Excellent time management, prioritisation and organisational skills
• Demonstrates drive, ambition & willingness to learn
• Understands the importance of consistently delivering high standards in a customer service role
• A proactive approach to work & the ability to work under their own initiative