Assistant Manager Private Wealth up to 12 months
- Trust
- Jersey
- Contract
- Full Time
- 2235
Description
This is an exciting role administering complex and varied portfolio of clients, identifying business and cross-selling opportunities, managing a client administration team and assisting with new business take on. Postholder will support with fee reviews and ensure recovery of work in progress and achieving fee collection targets; develop interview skills and recruit staff; help with initiatives and projects; assist with risk management process; help deliver training/mentoring, attend meetings, support reviews of uncommercial fee arrangements and escalate concerns; ensure team meet revenue targets, billable utilisation rates and manage debtors and cash collection; build relationships and ensure strong client service levels; ensure compliance with policies and laws.
Candidate will have ICSA/STEP Diploma, at least 5 years relevant experience; risk awareness; strong communication, numeracy, analytical and relationship skills; able to motivate others and team player; attention to detail and accuracy; good IT knowledge; knowledge of Trust and Fiduciary duties, documents, laws and best practice; taxation understanding; able to drive results; commercial awareness.
Travel may be required from time to time.
