Associate Director

Isle of Man
Permanent
Our client seeks an Associate Director to join their team.
 
Key Responsibilities:
  • 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
 
Key Skills and Qualifications:
  • 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.