Assistant Manager – Onboarding

Feeling stuck in Trust Administration? Perhaps you want to utilise your knowledge whilst moving away from day-to-day administration?

This opportunity is your chance to step away from a traditional client service role and take on a position where you’re the very first touch point for exciting new clients.

Instead of being buried in ongoing admin, you’ll shape the first impression clients have of a forward-thinking financial services firm that’s rapidly expanding its new business pipeline. 

What’s In It For You?

• A change of scene – ideal for someone from a Trust & Co background who wants to break away from day-today client service. 

• Career growth – stepping stone to more senior roles in compliance, onboarding, or commercial functions.

• Learning from the top – close collaboration with senior leadership without being micromanaged.

• Client impact – your work will be recognised and valued as the “face” of the organisation for new business.

• Professional development – opportunity to sharpen your AML, CDD, and risk expertise in a supportive environment.

Who We’re Looking For…

• Experience and knowledge in trust and company client services.

• An understanding/appreciation of CDD/AML/Risk/Client onboarding 

• A self-starter who thrives on responsibility and variety.

• Someone ready to move into a more dynamic, client-facing, objective orientated role. 

 If you’re ambitious, detail-oriented, and ready to do more than just keep the wheels turning, this role will give you the platform to make your mark. Get in touch today – for more information please call Marcel on 01481 714634 or email info@firstcall.co.gg