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Assistant Manager - Real Estate Corporate

  • Corporate
  • Jersey
  • Permanent
  • Full Time
  • 34638

Description

This role is the ideal next step for an experienced Senior Administrator ready for progression and who enjoys mentoring a team.  He/she will review data and escalate CRM amendments; oversee client portfolio (including complex clients); liaise with and travel to meet clients; delegate tasks for own clients to junior team members; understand requirements/ processes for high risk clients; assist with review of financial statements for own portfolio; liaise with auditors and JFSC; act as 'C' signatory; supervise, coach, assist with workflow of, and develop team; assist with development/enhancement of team specific procedures; assist with and conduct appraisals; schedule, prepare for and attend meetings; perform high level review of client accounts / financial statements; draft minutes and resolutions; analyse work in progress and preparing billing control forms; monitor aged debt; prepare checklists for draw downs, distributions, investments, client set up and Power of Attorney; conduct client periodic reviews; request appropriate CDD documentation.

The ideal candidate will have ICSA/STEP Diploma/equivalent; 6 years’ relevant industry administration experience; experience of developing and coaching others on a one to one basis; desirably experience in a supervisory role; working knowledge of MS Office; excellent knowledge and understanding of local finance industry, legislation and regulatory requirements; desirably good understanding of client financial statements, people management theory and practical application; motivation; flexibility; good team player; strong commitment to client service excellence; able to work to conflicting deadlines and remain calm; able to delegate; proactive. 

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Assistant Manager - Real Estate Corporate

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