Fiduciary Manager

• 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

• 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

• Attained or working towards a recognised professional qualification eg, ICSA, STEP
• Minimum 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)

Your specialist: Anne Murray

Quote job ref: 15017

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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