Job Description

The Assistant Manager, Private Clients, is responsible for managing a diverse portfolio of trusts, companies, foundations, and other entities, maintaining knowledge and control over assets and activities. They are responsible for preparing resolutions, arranging board meetings, and presenting documents to management. They also handle third-party service providers, lead on transactional work, resolve action points, assist with compliance or regulatory matters, and lead in the client billing process. They also review work in progress with line management, work with compliance and management, and assist in training junior team members.

Competencies required include good attention to detail, strong time management, excellent interpersonal skills, ability to work independently, leadership, and meeting deadlines. They must be aware of compliance and regulatory obligations within the Jersey financial services industry and have knowledge of the principal laws relevant to the industry.

People management responsibilities include managing a team of administrators, recruiting, performance development reviews, managing absences, handling disciplinary and performance issues, leading and mentoring subordinate team members, being a good role model, and managing KPIs.

The ideal candidate should hold a "Table B" qualification and have at least 6 years of trust and company administration experience.

For more information on this role, get in touch today.