Ofertas de empleo en La Línea de la Concepción de Administración empresas

Adecco is seeking a Client Relationship Manager to oversee an assigned portfolio of companies and assets within an international leader in corporate and fiduciary services.

Main Responsibilities:

• Managing an assigned portfolio of companies and underlying assets.
• Direct interaction with settlors, beneficiaries, professional advisors, and lawyers to manage distributions, additions of assets, and the inclusion/exclusion of beneficiaries.
• Coordinating with investment managers, banks, and other parties for the purchase and sale of shares, properties, and other assets.
• Drafting correspondence and documentation, including trustee minutes and legal documents, ensuring a full audit trail.
• Preparing and monitoring payment instructions and administrative actions.
• Maintaining accurate client data within internal systems.
• Producing and submitting regulatory reports.
• Managing the billing process, including time-recording activities.
• Overseeing the onboarding and termination of trusts.
• Monitoring and supervising assets, liaising with banks and advisors as needed.
• Handling ad hoc requests and tasks assigned by the manager or director/a.
• Supporting information collection for specific projects (e.g., UK asset reporting for HMRC or 10-year reviews).
• Following up on outstanding debt collection.
• Coordinating with other departments, including Accounts, Compliance, and Banking, to approve trust-related actions (e.g., opening bank accounts, preparing accounts, etc.).