Contract Assistant Manager - 6-12 months

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Professional growth

Collaborative culture

Supportive environment

Job summary

Itchyfeet is seeking an Assistant Manager to join our Trust & Corporate team on a temporary basis for an initial 6 months, with potential extension to 12 months. You will provide exceptional client administration for a portfolio of client trust and company structures while supporting the Private Wealth Team as needed.

The role involves administering entities, coordinating with clients and intermediaries, drafting minutes and resolutions, managing invoicing and client communications, and ensuring

Qualifications

• GCSEs (or equivalent) incl English and Maths at C or above.
• 5+ years’ experience in an administrative role, fiduciary services.
• Professional Qualification such as STEP, CGI, or ACCA.
• Strong understanding of fiduciary service regulations and practices.
• Proficient in Outlook, Word and Excel with good IT skills.
• Excellent written and verbal communication with strong attention to detail.
• Flexible attitude and able to assist team members.
• Strong time management, prioritisation and organisational skills.

Responsibilities

• Administer a portfolio of client entities and communicate with clients/intermediaries via email and phone.
• Manage transactional work including payments and administration of various asset types.
• Draft minutes, resolutions, and source documents for Client Committee.
• Maintain client relationships with high quality service and respond to communications within 24 hours.
• Prepare for and attend client meetings, virtually and locally, and contribute to post-meeting docs.
• Assist Directors with onboarding new business and completing terminating/outgoing business.
• Conduct quarterly reviews of time billed and manage invoicing/collections.
• Maintain and update Client Profiles and conduct Risk Assessments for compliance.
• Complete tasks within deadlines and sign off Periodic Reviews within 3 months.
• Maintain daily timesheets and achieve monthly utilisation targets.

Skills

Client administration

Relationship management

Communication

Time management

Attention to detail

Education

GCSEs incl English & Maths

STEP/CGI/ACCA

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Our client is looking for an Assistant Manager to join their Trust & Corporate team on a temporary basis for an initial period of 6 months, with the potential for extending to 12 months. The primary purpose of this role is to provide exceptional client administration for a portfolio of client trust and company structures while supporting the Private Wealth Team as necessary. The successful candidate will work closely with the Trust team, clients, and intermediaries to manage a diverse portfolio of entities effectively.

Job Duties:

• Administer a portfolio of client entities, ensuring efficient communication with clients and intermediaries through email and phone.
• Engage in transactional work, including managing payments and administration of a wide range of asset types.
• Draft minutes, resolutions, and source documents for presentation to the Client Committee by the Team Leader.
• Maintain and build strong client relationships through high-quality service, responding to all client communications within 24 hours.
• Prepare for and attend client meetings, both virtually and locally, and contribute to post-meeting documentation.
• Assist Directors and Senior Management with onboarding new business and complete terminating and outgoing business within 3 months of notification.
• Conduct quarterly reviews of all time billed to your portfolio and manage invoicing and collections of fees promptly.
• Maintain and update Client Profiles and conduct Risk Assessments to ensure compliance.
• Complete required tasks within deadlines and sign off on Periodic Reviews within 3 months of receipt.
• Maintain daily timesheets and achieve monthly utilisation targets while adhering to the company's vision, values, policies, and procedures.

Job Requirements:

• Minimum of 5 GCSEs (or equivalent) including English and Mathematics at Grade C or above.
• At least 5 years' experience in an administrative role, specifically within Fiduciary Services.
• Holds a relevant Professional Qualification, such as STEP, CGI, or ACCA.
• Strong understanding of fiduciary service regulations and business practices.
• Proficient in Microsoft Outlook, Word, and Excel with good IT skills.
• Excellent written and verbal communication skills with strong attention to detail.
• Flexible attitude towards work with a willingness to assist team members.
• Strong time management, prioritisation, and organisational skills.
• Demonstrates drive, ambition, and a proactive work approach with the ability to work independently.

What You'll Love:

In this position, you will become a vital member of a dynamic team committed to delivering top-tier client service. Our client fosters a supportive working environment that promotes professional growth and a collaborative workplace culture. You will have the opportunity to work closely with a diverse client base, further enhancing your expertise in trust administration.