Assistant Relationship Manager | Boutique Accountancy Firm
Location: Aldridge, West Midlands (Office-Based) Salary: £30,000 – £35,000 per annum
Sector: Corporate Finance / Professional Services
The Opportunity
Are you a detail-oriented professional with a background in banking or financial services? Do you thrive in a fast-paced environment where precision is everything?
Our established accountancy firm, that has over 40 offices are expanding its Corporate Finance team.
We are looking for a Assistant Relationship Manager to act as the backbone of our transaction process. This isn’t just “data entry”—you will be pivotal in ensuring deals move from enquiry to completion without a hitch.
The Role
As a Deal Administrator, you will support our Partners and Managers by managing the administrative lifecycle of various financial transactions.
Your day-to-day will involve:
- Transaction Support: Managing deal documentation, ensuring all contracts and financial schedules are accurate and filed correctly.
- Compliance & KYC: Conducting essential “Know Your Customer” and Anti-Money Laundering (AML) checks—where your banking background will truly shine.
- Liaison: Acting as a key point of contact for clients, solicitors, and lenders to gather missing information and provide status updates.
- Data Management: Maintaining our CRM and deal trackers with absolute precision.
- Project Coordination: Assisting in the preparation of pitch decks and completion files.
Who You Are
We are looking for someone who is “process-obsessed” and understands the high stakes of financial transactions.
- Experience: Previous experience within Banking (Corporate, Retail, or Credit) is highly desirable. Alternatively, experience in a similar role within legal or professional services.
- Skillset: You are a Microsoft Excel whiz and have a natural knack for spotting errors that others miss.
- Mindset: You are professional, discreet, and able to manage multiple deadlines without breaking a sweat.
- Location: You are within a commutable distance of Aldridge.
…