Trust & Corporate Administration Manager (Contract)

Itchyfeet; 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

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