• Collaborate with your team to manage a portfolio of clients, offering advice from our internal processes 

• Become an expert in technical matters and share knowledge with your team 

• Be responsible for ensuring compliance with procedures and standard documents and contribute to the development of procedures and precedents where appropriate. 

• Ensure that all statutory returns are prepared and submitted as required and that clients' statutory records and the database is up to date 

• Maintain anl up-to-date awareness of current industry issues, e.g. interest rate movements, changes in legislation etc which may affect your portfolio 

• Consider regulatory issues at all times and report any concerns to senior management as appropriate 

• Communicate openly and honestly with clients and intermediaries on a regular basis in order to establish, build and maintain productive working relationships 

• Conduct meetings, produce minutes, resolutions and any other administration duties requested 

• Oversee the quality of client service provided by direct reports

• Maintain client documents with integrity 

• Pro-actively complete client take-on process 

• Develop awareness of the potential to generate new business for the team from both new and existing clients 

• Be committed and driven to achieving excellence for yourself and your clients 

• Participate in client care and business development meetings under the support and guidance of the team management 

• Be approachable and accessible to your team members, offering guidance and development when required, providing regular feedback to senior management and identify any training needs

• Provide new, innovative ideas on how to improve the efficiencies of daily tasks 

• Take care of, and establish good relationships with all suppliers, team members and clients 

• Actively share knowledge with your team by way of team meetings and team presentations 

• Provide input into the targets and appraisals of direct reports 

• Display a positive attitude to work and problem solving  

• Accurately record all time spent dealing with client matters to ensure your clients are correctly invoiced 

• Control the WIP on your matters - highlighting any issues to senior management and presenting solutions to the directors to try to ensure that no significant write offs are incurred 

• Ensure timeliness of debt collection 

• Ensure all matters are reviewed for profitability at least annually, and corrective action is taken where required 

• Assist with fee proposals and quotations for new business

• Produce accurate and timely invoices and review all invoices produced by sub team 

Your profile 

• Experience of successfully managing a complex portfolio of capital markets/ corporate clients 

• Experience of supervising junior team members 

• Self motivated and able to deal with tasks independently and use own initiative 

• Strong academic background and hold or be working towards CGI (ICSA)/STEP/ACCA 

• Confident and professional with clients and excellent communication skills 

• Expert knowledge of MS Office and good all round computer skills

• High level of attention to detail 

• Team player, display positive attitude and willing to assist with team projects 

• Confidence to participate in client care and business development meetings 

Working with us means entering a dynamic, international, and growth-oriented company. Diverse teams give us a competitive advantage and drive innovation. We’re committed to attracting, developing, and retaining talented people who create an environment where everyone is valued and respected. Intertrust Group, a CSC company, is an equal opportunity employer. 

• Intertrust Group is a great place to work with smart and dedicated people.  

• We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals. 

Apply now