Are you a dedicated professional with a passion for providing exceptional client service? An established financial services firm is looking for an organised and driven individual to join their fiduciary services department as Administrator. This is a fantastic opportunity to manage a portfolio of clients and ensure a high standard of service is maintained.
The Role
As an Associate in the Fiduciary Services Department, you will manage client portfolios and support the business in delivering outstanding client services
About You
You will be detail-oriented, proactive, and dedicated to delivering top-quality service to clients
The Reward
The Role
As an Associate in the Fiduciary Services Department, you will manage client portfolios and support the business in delivering outstanding client services
- Manage a portfolio of clients, ensuring all professional work is completed to the highest standard
- Maintain client statutory records, including banking and financial reconciliation
- Ensure all fiduciary service functions are performed on time and meet company standards
- Delegate tasks to junior staff and review their work to ensure accuracy
About You
You will be detail-oriented, proactive, and dedicated to delivering top-quality service to clients
- Experience in managing client portfolios within fiduciary or corporate services
- Knowledge of Isle of Man and UK legislation
- Excellent communication skills, both written and verbal
- Proven ability to meet deadlines and handle multiple tasks effectively
The Reward
- Competitive salary
- Opportunities for professional development and self-improvement
- Support for relevant professional courses and certifications
- Exposure to a diverse client portfolio and corporate service assignments