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Assistant Manager Private Client

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 2185

Description

The role holder will be required to administer a client portfolio, under the supervision of a Line Manager and be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations, reviewing legal and tax advice, maintaining central diary system to meet deadlines, maintaining client records and meeting statutory obligations, managing billing and cash collection/debtors, assisting with training.

Candidate will hold/be studying towards professional qualification; competent in MS Office; strong organisation, presentation, communication and analytical skills; extensive administrative experience; able to work to deadlines and prioritize effectively, self motivated with attention to detail.

 
Katie Drury

To apply or for more information please contact Katie Drury

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Assistant Manager Private Client

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