Our Client has an opening for an Assistant Manager within its Real Estate team.

This a great opportunity for someone to work across the whole of the department and would suit an individual with previous Real Estate experience as well as Co-Sec experience.

Responsibilities will include:

• Collaborating with your team to manage your client's portfolio, offering advice from our internal processes.
• Becoming an expert in technical matters relating to funds, including any regulatory requirements that are applicable to your clients.
• Considering at all times the “Money Laundering” and “Know Your Clients” issues and reporting any concerns to the Compliance Team.
• Being a Subject Matter Expert (SME) for NAVOne; providing training to the team so that you enhance the skillset of the team as a whole and help develop others to become SMEs.
• Proactively managing and developing client relationships, playing a key role in business development.
• Reviewing administration outputs for issue to investors/third parties, or for subsequent review by the client. Ensuring that checklists have been followed by the team and that the team have a clear understanding of what is required in each step. 

Requirements:

• Experience in a similar role.
• Hold ICA or equivalent professional qualifications.
• Knowledgeable in NAV One and Investran, or other similar business systems .

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com