Our client is seeking an Assistant Manager or Manager to undertake private client reviews on a fixed-term contract for 12 months. This full-time role, based in Jersey, involves conducting in-depth reviews of client entities, completing risk analysis questionnaires, and ensuring compliance with relevant regulations. The successful candidate will be approachable, providing guidance to the private client team while delivering reviews in accordance with the annual plan. Click here to read more.
Job Duties:
- Undertake in-depth reviews of client entities and complete risk analysis questionnaires.
- Highlight any areas where procedures have not been followed or overlooked.
- Assist private client staff with client issues and liaise with the board and compliance when necessary.
- Deliver reviews in line with the annual plan agreed with senior management.
- Offer guidance to the private client team to ensure files are fully compliant.
- Record all time spent on client matters accurately to ensure proper invoicing.
- Provide innovative suggestions to improve daily tasks and the file review process.
- Promote the highest standards of client service, administration, and record keeping, ensuring compliance with regulatory requirements.
- Assist in clearing action points from reviews, where necessary.
Job Requirements:
- Experience within the trust services industry or similar regulated business.
- Strong awareness of Jersey local trust and company legislation and practice, including AML Laws and Orders.
- Effective communicator with strong relationship management skills.
- Good time management and the ability to work under pressure.
- Ability to consider and select appropriate solutions.
- Proven ability to work effectively as part of a team.
- Relevant experience in fiduciary services.
- Diploma level of ICSA/STEP or equivalent qualification.
- Sound business judgement with the ability to assess risk.
- Excellent IT and organisational skills.
- Adaptable and flexible approach.
What You’ll Love:
Our client offers a dynamic and inclusive work environment with a commitment to diversity and belonging. Employees enjoy global career opportunities, competitive benefits, and success-sharing bonuses based on individual performance. You will work alongside a dedicated team in a role that promotes professional growth and skill development. Our client looks forward to receiving your application and discussing how you can contribute to the team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
