Assistant Trust Manager
Jersey, Channel Islands
As Assistant Manager, you will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and other stakeholders.
You will identify and mitigate risk across your span of control and will be responsible for assisting with the management of your team providing training and coaching.
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Key Accountabilities
As Assistant Manager, you will take responsibility to ensure that you deliver high quality service to all clients, intermediaries and stakeholders, to ensure longevity of relationships. You will provide technical and other support to their team. As Assistant Manager, you will interact directly with clients to identify client needs and deliver upon opportunities to increase levels of client service as well as seeking to identify new business opportunities. You will also ensure you deliver on client commitments to agreed deadlines and to a high standard.
You will assist the Manager in managing the team by providing constructive performance feedback to each member of your team in order to develop and grow the individual and will carry out periodic performance appraisals of the members of your team.
Knowledge and Experience
We are looking for an Assistant Manager who has 5-6+ years experience working with High Net Worth clients and on complex structures within the fiduciary field. You will demonstrate first class client service delivering against the needs and demands of clients. As Assistant Manager, you will demonstrate excellent technical competency and an ability to impart that knowledge to others effectively, with a proven track record in technical and complex transactions for clients. An Assistant Manager it is expected that you will have a sound knowledge of current issues affecting fiduciary structures and the clients for whom we act.
You will hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent. It will also be required that you maintain the relevant Continued Professional Development (CPD) hours in line with your relevant qualification.
For more information or to request a copy of the full job description, please email [email protected]
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