Our client is seeking an Assistant Manager, Private Clients to join their team in Guernsey. This is a permanent, hybrid role. The successful candidate will administer a portfolio of fiduciary structures in alignment with the relevant Client Services Agreements and the applicable laws and regulations associated with the Group’s Guernsey regulatory licenses. Responsibilities will include overseeing complex fiduciary structures to high standards, ensuring procedures are followed diligently, and contributing to the overall functionality of the team. The role also involves acting in the Manager's absence as necessary and participating in projects related to the position. This is an opportunity to work in a dynamic environment with a focus on client satisfaction and team collaboration.
Job Duties:
- Administer a portfolio of complex fiduciary structures, ensuring all administration procedures are adhered to.
- Ensure administration is performed in accordance with current tax and legal advice with support from the client manager or client director.
- Consistently deliver timely and high-quality service to clients, maintaining effective communication channels with client managers/directors.
- Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents, and lawyers regarding portfolio management.
- Proactively manage invoicing fees and debt collections in a timely manner.
- Demonstrate a thorough understanding of client entity transactions, ensuring client entity files are accurate and up to date.
- Support the team lead in managing the team as needed.
- Supervise and assist in the development of junior team members.
- Delegate routine administrative tasks to the administration team while ensuring oversight for completion.
- Oversee projects as assigned by the team lead, ensuring accuracy and adherence to deadlines.
- Understand risk factors associated with fiduciary structures and seek guidance from client managers/directors.
- Provide training and mentorship to junior members of the administration team, sharing technical knowledge and experience.
- Manage FATCA, CRS, Payment Procedures, FID Reviews, and Action Points for audit while liaising with auditors.
- Embrace corporate values of Tenacity, Service, Teamwork, Agility, and Genuine.
- Maintain an up-to-date awareness of current industry issues, including interest rate changes and legislative updates.
Job Requirements:
- Proven relevant experience in regulated finance or professional services.
- Strong organisational skills and supervisory experience.
- Solid understanding of the business and applicable markets.
- Relevant professional qualification such as STEP or ICSA.
- Strong technical IT skills.
- Commitment to personal development using available resources to achieve success.
What You’ll Love:
This role offers the opportunity to work in a collaborative environment where you can contribute to the growth and success of the team. Our client values diversity and fosters a culture of inclusion, allowing all employees to thrive. You will be part of a global business that is dedicated to delivering innovative solutions, enhancing client satisfaction, and providing professional development opportunities.
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