Associate Director

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Job description

One of our TCSP clients who provide corporate and fiduciary services to clients around the world is experiencing growth within the business following recent corporate acquisitions and are now seeking as Associate Director to join an established team.

As Associate Director you will be responsible for:

• Encompassing Client Company Directorships, collectively with the other director/s responsible for the compliant management of the Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
• Responsible 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
• Ensure client contact programme (CCP) 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
• Provide accurate time recording to ensure the correct fee income is derived
• Champion the outward profile of the business

The ideal candidate for the role of Associate Director will have:

- Experience in Financial Services administration functions

- History of high-quality delivery of client service through leadership and people development

- Experience of delivering innovative service improvements and projects

- 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

- Ability to identify, mitigate and manage operational risk and controls

- Strong technical CSP/TSP knowledge

- Good organisation and control of workflow

- Understanding of the importance of strong corporate governance

- Initiative-taking and can work under pressure

- Clear understanding of regulatory requirements

- 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

Regulatory Knowledge and Awareness:

- FSA Anti Money Laundering/CFT Requirements

- Proceeds of Crime Procedures

- Data Protection

- Companies Act 1931

- Companies Act 2006

- Trust Acts (Apply online only)

- Charities Legislation (UK & IOM)

- Foundation Legislation (Relevant Jurisdictions)

- Economic Substance requirements

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