Assistant Manager

Location

Church, Lancashire | United Kingdom

Job description

Our client seeks an Assistant Manager to join their team. Key Responsibilities:Take responsibility for a portfolio of client entities with support from the Manager - Private Clients and the wider Private Client Team;Supervise and support junior members of the team, with oversight from the Manager - Private Clients;Send out and settle invoices as appropriate and in a timely matter, and keep on top of debtors as a priority;Provide support to the Manager - Private Clients as and when requested;Ensure all statutory filings are made within required timescales for all entities noted on client list, and all statutory books are kept up to date;Complete any ad-hoc projects delegated within given timescales;Ensure all emails received are responded to within 24 hours (even if only a holding email), to adhere to agreed response times;Ensure all systems are up to date in respect of all entities assigned to client list Record all time on Iris in a timely manner, making sure all records are up to date by the end of each quarter;Keeping the Manager - Private Clients, company directors and trustees continuously updated on all relevant client matters;Undertake all necessary training to make sure the appropriate annual amount of CPD is adhered to;At all times act in accordance with the Financial Services Rule Book and other relevant regulations including, but not limited to AML/CFT/ABC and Data Protection.Adhere to the Staff Handbook at all times and support / guide junior members of the team to do same;Assist the wider team as and when requested;At all times act in accordance with the Financial Services Rule Book and other relevant regulations including, but not limited to AML/CFT/ABC and Data Protection;Adhere to the Staff Handbook at all times; If you have the required skills please apply online at searchandselect.com quoting reference number: 14473

Job tags

Salary