Are you an experienced professional ready to take your career in fiduciary services to the next level? Our client is looking for a dedicated and driven individual to join their team as a Senior Admin in the Fiduciary Services Department. This is a fantastic opportunity to manage high-value client portfolios while delivering exceptional service in a dynamic environment.
The Role
Lead the management of client portfolios and ensure efficient and high-quality service delivery
About You
You are proactive, detail-oriented, and passionate about delivering top-tier client services
The Reward
The Role
Lead the management of client portfolios and ensure efficient and high-quality service delivery
- Manage a diverse portfolio of clients, ensuring all services are delivered to the highest professional standards
- Maintain and update client statutory records, including banking and financial reconciliation
- Ensure all fiduciary service functions are performed accurately and in line with compliance standards
- Delegate tasks to junior staff and review their work to ensure precision and adherence to guidelines
- Maintain timely and professional communication with clients, handling direct correspondence as needed
- Ensure compliance with Isle of Man and UK legislation, including AML procedures
- Support the team with ad-hoc corporate service assignments and other duties as required
About You
You are proactive, detail-oriented, and passionate about delivering top-tier client services
- Extensive experience in managing client portfolios within fiduciary or corporate services
- In-depth knowledge of Isle of Man and UK regulations
- Strong communication skills, both written and verbal, with the ability to manage client relationships
- Excellent organisational skills with the ability to manage multiple tasks and deadlines effectively
- Proven leadership and delegation experience, with a focus on quality and accuracy
- Commitment to maintaining client confidentiality and adhering to professional standards
The Reward
- Competitive salary package
- Opportunities for ongoing professional development and certifications
- Support for relevant training and professional courses
- A collaborative working environment with exposure to high-profile clients