Our client seeks an experienced Assistant Manager to oversee a diverse portfolio of trusts, companies, foundations, and other entities. The role includes a variety of administrative responsibilities, ensuring timely and professional client support while maintaining up-to-date records. The successful candidate will lead transactional work, mentor junior team members, and handle compliance matters effectively. This position may include management of a small team. Click here to read more.
Job Duties:
- Attend to client needs in a timely and professional manner, maintaining knowledge and control over assets and activities of trusts administered.
- Take responsibility for the administration of a varied portfolio, ensuring data is maintained accurately and relevantly.
- Prepare resolutions and minutes, arrange board meetings, and present documents for review.
- Incorporate companies and establish trusts and foundations, obtaining fee quotes from lawyers as needed.
- Manage relationships with third-party service providers professionally.
- Lead transactional work, including property purchases/sales and restructuring, while training junior team members.
- Diarise and resolve action points from periodic reviews in a timely manner, monitoring junior team members' progress.
- Assist with compliance and regulatory matters promptly.
- Oversee the client billing process in accordance with policies, collecting receivables where due.
- Review WIP regularly with line management for advanced client discussions regarding out-of-scope work.
- Collaborate with compliance and management to improve policies and procedures, identifying necessary risk controls.
- Accurately record time to achieve a daily target of 80% billable time.
- Maintain a strong understanding of local regulations and compliance requirements.
- Assist in training and mentoring junior team members.
- Undertake additional projects and duties as assigned.
- Develop and enhance relationships with intermediaries to expand the corporate network, upholding the business's reputation.
- Support Management/Directors in pursuing new business opportunities.
Job Requirements:
- “Table B” qualification.
- Minimum of 6 years’ experience in trust and company administration with supervisory and leadership abilities.
- Comprehensive understanding of TCB administration, legislative, compliance, and regulatory requirements, as well as awareness of tax implications of various structures.
- Good attention to detail.
- Strong time management and organisational skills.
- Excellent interpersonal skills with effective communication abilities at all levels.
- Ability to work independently and make decisions within corporate policies.
- Capability to lead and collaborate within a team of professionals.
- Ability to work under pressure and meet deadlines.
- Awareness of compliance and regulatory obligations within financial services.
- Knowledge of principal laws relevant to the Jersey financial services industry, including Companies (Jersey) Law 1991, Trusts (Jersey) Law 1984, and Foundations (Jersey) Law 2009, along with familiarity with equivalent laws in other jurisdictions.
What You’ll Love:
Our client is committed to fostering a supportive and dynamic working environment where you can thrive and develop your career. The role offers opportunities to enhance your skills through mentoring and professional development, alongside the chance to build valuable relationships within the industry. You will be part of a reputable organisation that values integrity, client satisfaction, and continuous improvement.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
