Service/Department: Private Client Services
Sector: Assistant Manager - Jersey
To provide comprehensive trust and company administration services for our international client base, maintaining a complex client portfolio, and provide assistance in managing a team.
Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships.
Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
Assist with the training requirements of Assistant Administrators and, in doing so, build up their confidence and knowledge of Trust and Corporate services.
Undertake the billing and debt collection for your client portfolio.
Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio and where appropriate, a final “Managers” review either in their absence or as agreed (subject to appropriate experience/qualification).
Acquire, monitor and dispose of assets held within your client portfolio in accordance with the Office Procedures Manual.
Prepare complex correspondence, Board / Trustee minutes as necessary and assist the Manager in reviewing the team's work, as required.
Complete periodic reviews of your and the team’s client files, as necessary.
Provide general assistance to the Manager and Directors in connection with the day-to-day running of the team and preparation of relevant financial information/reports as and when required.
CGI/ STEP Diploma or equivalent completed; Studying to obtain CGI/ STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years’ relevant experience); or
Qualified Accountant (by qualification through the Professional body); or
Qualification relevant to function; and
Evidence of Continuous Professional Development; and
Management Training undertaken; and
People Management skills and experience