Assistant Manager - Private Clients

Purpose of the Job

To manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally, to include money laundering, compliance and relevant legislation. Assist to manage and develop junior members of the team

Main responsibilities

• To take ownership and manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally, to include money laundering, compliance, and relevant legislation.
• Fulfilling the fiduciary duties of a trustee, which includes but is not limited to, attending to trustee resolutions, distributions, letter of wishes, accounts, periodic and compliance reviews
• Maintaining the integrity and completeness of the client files and common folders
• Administer and manage a growing portfolio of Trust relationships
• To observe anti-money laundering, compliance, and relevant legislation.
• Assisting with on-boarding of new Trust structures, including due diligence checks
• Attend to statutory filings, handle transactions, formation and winding up of corporate structure as well as maintaining statutory records to ensure compliance with applicable laws and regulations
• To ensure tasks are completed to the highest possible standards, within the agreed timescales and that the objectives of the Group are fulfilled.
• Delivering a responsive, high-quality and excellent service by staying close to the clients and connecting with them
• Liaison with external parties such as bankers, lawyers, accountants, tax advisors etc
• Meet with clients and potential clients and their advisors.
• Collaborate with internal stakeholders for relationships that are serviced by multiple jurisdictions
• Ensure billing and debt collection is carried out effectively and in a timely manner, including the diligent recording of time-spent on client matters
• Undertake other ad-hoc projects as may be required from time to time
• Any other such duties that would be reasonably required for this role.

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