Relationship Manager

Job Description

Duties include:
Coordinating the affairs of a portfolio of fiduciary structures
Consider tax and legal issues arising and seeking appropriate advice and guidance either internally or externally as appropriate
Consider AML and CFT issues and related day to day administration activities
Compliance with internal administration policies and procedures
Liaising with Clients
Liaising with Intermediaries (including Banks, Solicitors, Investment Advisors etc)
Reviewing and onboarding new business introductions in line with internal policies and procedures
Preparation of correspondence
Preparation of statutory forms
Preparation of director and shareholder minutes/resolutions
Preparation of trustee minutes and resolutions
Preparation of payments/electronic payments
Input of statutory/client information into electronic databases
Bookkeeping
VAT Work, if necessary
Completing timesheets