Manager/Assistant Manager, Private Clients
- Trust
- Jersey
- Permanent
- Full Time
- 1986
Description
If you possess the following then please contact us today to find out more about this great opportunity!!
- At least 4 years trust and company administration/relevant experience;
- “Table B” qualification (or sufficient equivalent relevant experience);
- Comprehensive understanding and technical knowledge of Company, Trust and Foundation Administration and relevant laws in addition to the potential tax implications of various structures; and
- Awareness of compliance and regulatory obligations
- Strong motivational, management, mentoring, interpersonal across all levels, problem solving, time management, business development, and organisational skills
- Ability to work under pressure and meet deadlines and use initiative;
The postholder will manage a trust, company and client portfolio and assist with new business take-on and regulatory and compliance matters; manage risk exposure by ensuring team follows policies; monitor risk profiles and ensure high risk matters are monitored and escalate issues; oversee dealings with clients and client relationships; manage billing and aged debt positions; maintain good understanding of local Regulatory and Compliance requirements through CPD; manage flow of new business; undertake projects; manage KPIs for team; take part in recruitment, performance and disciplinary issues; helping train and mentor team members, lead on property purchase/sales and restructuring transactions; arrange and attend board meetings and prepare minutes and resolutions; incorporate companies and obtain fee quotes for new structures; undertake periodic reviews in line with risk management; review work in progress and highlight additional work and fee invoices required.
Entitled and Registered candidates can apply.
