Our client is seeking an Assistant Manager to manage a portfolio of trusts and corporate structures. This role is crucial in ensuring the effective administration and oversight of routine processing tasks. The Assistant Manager will be responsible for cash management, payments, and the exercise of discretionary powers while maintaining accurate records. The successful candidate will also review and monitor investment portfolios and ensure that all chargeable time is accurately recorded, with timely invoicing. Additionally, they will monitor aged debtors and follow up for payments, acting as a primary and/or backup relationship manager for several clients. You will have opportunities to enhance client relationships and will play an active role in preparing and attending client meetings, ensuring action points are followed up. Furthermore, the Assistant Manager will oversee junior employees, set objectives, monitor performance, and support their development.
Job Duties:
- Day-to-day management and delegation of routine processing tasks.
- Cash management and payment oversight.
- Exercise discretionary powers and maintain client records.
- Review and monitor investment portfolios.
- Ensure accurate recording of chargeable time and timely invoicing.
- Monitor aged debtors and follow up on payments.
- Act as primary and/or backup relationship manager for clients.
- Identify opportunities to develop and enhance client relationships.
- Prepare for and attend client meetings, ensuring action points are addressed.
- Supervise and effectively utilise junior employees, including setting SMART objectives and performance feedback.
- Ensure compliance with review comments and diary follow-ups for action points.
- Commit to ongoing personal development and ensure compliance due diligence (CDD) is maintained for all clients.
Job Requirements:
- A minimum of four to five years’ relevant experience in the trust field.
- Final stages of a professional qualification, such as ICSA certificate or STEP Foundation.
- Strong knowledge and experience of offshore trust and company administration.
- Excellent written and verbal communication skills.
- Intermediate proficiency in MS Word, Excel, and Outlook.
- Strong teamwork skills with flexibility to adapt to the needs of the business.
- High level of analytical abilities and attention to detail.
- Excellent personal organisation, time management skills, and the ability to prioritise urgent tasks.
- Capability to thrive in a deadline-driven environment while maintaining accuracy.
- Experience in planning and monitoring workloads, along with effective delegation abilities.
- Knowledge of the regulatory environment in Guernsey.
- Strong problem-solving skills to resolve queries efficiently.
- Ability to motivate others to drive tasks to completion.
- A willingness to learn new skills and assist others in their development.
What You’ll Love:
You will be part of an esteemed organisation known for its commitment to professional development and excellence in service delivery. This role offers the opportunity to work closely with clients and build lasting professional relationships while contributing to their financial success. Working within a dynamic team, you will have the chance to further your career in trust and company administration while enjoying a supportive work environment that values growth and collaboration. If you are looking to advance your career, this position provides a unique opportunity to do so in a reputable institution.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
