Associate Director

• Your role will encompass Client Company Directorships, collectively with the other director/s responsible for the compliant management of of Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
• You will have responsibility for a team of Client Services Administrators/managers.
• Provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations including
• Ensure Client Contact Programme is actively maintained in accordance with agreed standards
• Process New Business
• Undertake management and review of, Investments and other client assets, including the review of related documentation
• Preparation of minutes/resolutions
• Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
• Opening and managing client bank accounts, including authorising payment instructions
• Undertake relevant Statutory Filing
• Process Financial Transactions such as Dividends, Distributions and Loans
• Maintain Company and Trust records, including due diligence
• Analyse Financial Statements
• Participate in ad hoc projects/committees as required
• Provide support and direction to the Senior management team and colleagues as required
• Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
• To provide accurate time recording to ensure the correct fee income is derived

• Strong technical CSP/TSP knowledge
• Experience in Financial Services administration functions
• Understanding of the importance of strong Corporate Governance
• Ability to identify, mitigate and manage operational risk and controls
• History of high-quality delivery of client service through leadership and people development
• Established influencing skills
• A strategic and practical understanding and application of high-quality client service delivery
• Strong problem analysis and resolution skills
• Strong verbal, written communication, and people skills, with the ability to present complex concepts in a clear and concise manner
• Understanding and application of effective people resource requirements
• Good organisation and control of workflow
• Initiative-taking and can work under pressure
• The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
• Able to work on own initiative and to be highly disciplined
• Experience of delivering innovative service improvements and projects
• Regulatory Knowledge and Awareness
• FSA Anti Money Laundering/CFT Requirements
• Proceeds of Crime Procedures
• Data Protection
• Companies Act 1931
• Companies Act 2006
• Trust Acts 1961-2005
• Charities Legislation (UK & IOM)
• Foundation Legislation (Relevant Jurisdictions)
• Economic Substance requirements

Your specialist: Sally Fenton

Quote job ref: 15141

Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.

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