Our Client is seeking a Temporary Client Relationship Manager to join its administration team for an 8-month fixed-term contract. ​

In this role, you will assist senior team members in delivering efficient, timely, and high-quality administration services to a portfolio of ultra-high-net-worth clients. ​ The role involves working with diverse client structures, including trusts, companies, foundations, protected cell companies, and limited partnerships. ​ These structures span industries such as trading companies, financial investments, private equity, tech start-ups, art, and commercial/residential properties, often across multiple jurisdictions. ​

Responsibilities:

• Prepare and input tax returns for timely submission by the November deadline. ​
• Process payments, including distributions, fees, and third-party invoices. ​
• Assist with periodic reviews of trust structures to ensure compliance with regulatory requirements and internal policies.
• Track and follow up on action points to ensure timely completion. ​
• Draft fee amendment notices.
• Prepare and input annual validations for submission by the January deadline. ​
• Complete internal checklists.
• Accurately input and maintain data within the NAV One system.

Requirements:

• Minimum of 2 years’ experience in a varied trust and company environment. 
• STEP/CGI/ACCA/ACA qualified or studying towards such a qualification. ​
• Excellent oral and written English skills. ​
• Proficiency in Word, Excel, and Outlook. ​
• Strong communication and relationship management skills. ​
• Ability to manage priorities and multiple deadlines proactively. ​
• Team player with an efficient approach to administration.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com