Assistant Manager - Private Clients

Assistant Manager, Private Clients
Guernsey
Permanent
Monday to Friday
Hybrid

The role:

The Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role.

Some of the things you will be doing:

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
• Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
• Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
• Support team lead in the management of the team as required;
• Supervise and assist in the development of a junior member of the team as required;
• Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;
• Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set;
• Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors;
• Provide on the job training and guidance for more junior members of the administration team sharing technical knowledge and experience;
• Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.
• Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine;
• Proactively keep an up-to-date awareness of current industry issues e.g. interest rate movements, change in legislation i.e Substance legislation; and
• B signatory (up to £50,000 on Bank Signing Schedules).

What technical skills, experience, and qualifications do you need:

• Evidence of prior and proven relevant experience in regulated finance or professional services;
• Sound organisation skills and supervisory experience;
• Possess a solid understanding of the business and markets applicable to the business;
• Hold a relevant professional qualification such as STEP, ICSA; and
• Strong technical IT skills; and
• Drive personal development using all the resources available to achieve success.