Our client is seeking an experienced corporate or fiduciary professional to join their Client Services team in Guernsey as an Assistant Manager. This full-time position offers the opportunity to manage a diverse portfolio of corporate and fiduciary clients, delivering high-quality administration and exceptional client service while also supporting the day-to-day operational management of the team. The role focuses on building client relationships, overseeing complex transactions, and contributing to client onboarding activities. In this position, you will play a central role in ensuring the effective management of client deliverables, compliance with regulatory obligations, and the provision of technical support to junior colleagues. You will also collaborate closely with other departments, including Risk and Compliance, to ensure that services are delivered efficiently and in accordance with relevant internal policies.
JOB DUTIES:
- Manage and oversee a portfolio of corporate and fiduciary clients, ensuring relationships, transactions and client deliverables are managed effectively and to a high standard.
- Develop and maintain a thorough understanding of client structures, activities and transactions, providing technical support and guidance to team members where required.
- Build and maintain trusted client relationships, ensuring client expectations are managed effectively and service excellence is consistently delivered.
- Support the establishment, onboarding and ongoing administration of companies, partnerships, trusts and other fiduciary structures.
- Oversee workflow management across your portfolio, ensuring deadlines are met, work is appropriately prioritised, and WIP and debt collection are effectively managed.
- Support the management team with day-to-day operational matters, helping to drive efficiency, consistency and continuous improvement across the team.
- Work closely with Risk and Compliance colleagues to ensure client due diligence requirements are satisfied and periodic reviews are completed in line with regulatory obligations.
- Promote compliance with relevant internal policies, procedures, risk management frameworks and corporate governance standards.
- Support the development and coaching of junior colleagues, sharing technical knowledge and encouraging professional growth.
- Maintain and enhance technical knowledge through ongoing professional development and remain informed of relevant regulatory and industry developments.
JOB REQUIREMENTS:
- Proven experience within corporate, fiduciary, trust or company administration services, with strong technical knowledge of relevant structures and processes.
- Demonstrable ability to manage client relationships and deliver high-quality service across a varied portfolio of clients.
- Excellent organisational skills with the ability to prioritise effectively, manage competing deadlines and oversee multiple workstreams.
- Experience supporting, mentoring or developing junior team members within a professional services environment.
- Ability to identify opportunities for continuous improvement, operational efficiency and process enhancement.
- Part-qualified or fully qualified STEP, CGI (formerly ICSA) or an equivalent professional qualification, together with a commitment to continued professional development.
WHAT YOU’LL LOVE:
This role offers the opportunity to work within a collaborative and client-focused environment that recognises the importance of its people. You will be part of an ambitious firm that values inclusivity and encourages professional growth through ongoing development opportunities. The diverse nature of the portfolio allows for varied responsibilities and the chance to enhance your technical knowledge continuously.
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