Assistant Manager - TCSP

• 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

• 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

Orchard Recruitment