Our client is seeking an experienced Assistant Manager to provide parental leave cover for a period of 12 months within their Private Clients team in Guernsey. This temporary position involves overseeing a portfolio of complex fiduciary structures, ensuring compliance with regulatory requirements, and delivering a high standard of service. The role offers an excellent opportunity to gain leadership experience while working in a collaborative and professional environment.
Job Duties:
- Administer a portfolio of complex fiduciary structures, ensuring compliance with legal and tax requirements.
- Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents, and lawyers on client matters.
- Oversee invoicing, debt management, and financial reporting in coordination with the Accounts team.
- Maintain up-to-date client files, ensuring minutes and meeting notes are accurately drafted.
- Support the team lead by supervising and mentoring junior team members, delegating tasks effectively.
- Ensure all compliance review points are addressed, including FATCA, CRS, and audit-related action points.
- Stay informed on legislative changes and industry trends, sharing relevant insights with the team.
- Act as a B signatory for bank signing schedules up to £50,000.
- Participate in process improvements and contribute to team projects as required.
Job Requirements:
- Significant experience in a regulated finance or professional services environment.
- Strong organisational skills with supervisory experience.
- Solid understanding of trust and company administration, including relevant legal and regulatory frameworks.
- Holding or working towards a relevant professional qualification such as STEP or ICSA.
- Strong technical IT skills and the ability to drive personal development.
What You’ll Love:
This role provides an opportunity to take on leadership responsibilities within a respected private client team. Our client offers a supportive and collaborative work environment, professional development opportunities, and exposure to a diverse portfolio of clients. This is an excellent opportunity for a skilled professional to gain valuable experience in a management role while covering parental leave.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
