Manager overseeing complex client administration for Private Wealth Services at Ogier. Leading a dedicated team and ensuring compliance with policies and regulations while enhancing service delivery.
Responsibilities
Manage the formation and ongoing administration of a portfolio of clients with more complex requirements, working closely with the Associate Director/Director and other managers in the team
Act as a higher authority on day-to-day administration queries and as 4-eyes review, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
Act as a mentor, supervise and assist in the training and development of staff
Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
Ensuring compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist financing, reporting of suspicious activity or transactions, client due diligence and record keeping
Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
Act as a role model through effective positive leadership behaviours
Requirements
A strong background in administration services with at least 6 years relevant experience
Considerable practical experience, supported by a relevant professional qualification such as CGI or STEP
Ability to provide sound and commercial advice
You'll have a high level of attention to detail, excellent written and verbal communication and be motivated to achieve excellence for the client and team, producing the best results in our changing environment. Excellent written and verbal communication
A strong working knowledge of Viewpoint would be advantageous
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