Assistant Manager, Private Client Services

This role is designed for an individual who will provide comprehensive trust and company administration services for an international client base. The Assistant Manager will maintain a complex client portfolio while assisting in the management of a team. The position entails a demanding set of responsibilities, including administering a range of entities such as Trusts, Companies, Foundations, and Limited Partnerships. The successful candidate will establish and nurture strong working relationships with team members, intermediaries, clients, and client advisors. It is expected that the Assistant Manager will assist in training Assistant Administrators, enhancing their confidence and competence in trust and corporate services. Additionally, this role involves billing and debt collection for the assigned portfolio, as well as undertaking initial reviews of Working Papers for annual Accounts/Financial Statements. The ideal candidate will also have the opportunity to acquire, monitor, and manage assets within the client portfolio in alignment with established procedures. Regular collaboration with the Manager and Directors is essential for the effective day-to-day running of the team.

Job Duties:

• Administer a complex client portfolio, including Trusts, Companies, Foundations, and Limited Partnerships.
• Establish and maintain strong working relationships with the team, intermediaries, clients, and client advisors.
• Assist in the training of Assistant Administrators, building their confidence and knowledge.
• Manage billing and debt collection for the client portfolio.
• Conduct initial reviews of Working Papers for annual Accounts/Financial Statements; perform final "Managers" review when required.
• Acquire, monitor, and dispose of assets in accordance with office procedures.
• Prepare complex correspondence and Board/Trustee minutes as necessary.
• Assist the Manager in reviewing team work and preparation of relevant financial information/reports.
• Conduct periodic reviews of personal and team client files to ensure compliance.

Job Requirements:

• Preference for CGI/STEP Diploma or equivalent completed; studying towards CGI/STEP Professional qualification if not already attained, with a minimum of five years’ relevant experience.
• Qualified Accountant designation (from a recognised professional body) or relevant qualification for the function.
• Evidence of Continuous Professional Development and completion of management training.
• Strong people management skills and experience.

What You’ll Love:

​​​​​​​This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. The individual will work in a collaborative environment with opportunities to develop skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

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