Assistant Relationship Manager

Assistant Relationship Manager | Boutique Accountancy FirmPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Location: Aldridge, West Midlands (Office-Based) Salary: 30,000 35,000 per annumSector: Corporate Finance / Professional ServicesThe OpportunityAre 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 isnt just "data entry"you will be pivotal in ensuring deals move from enquiry to completion without a hitch.The RoleAs 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) checkswhere 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 AreWe 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. xjdpvnf Location: You are within a commutable distance of Aldridge.

Created: 2026-04-28