Assistant Manager, Company & Trust

We are looking for an individual to provide a highly comprehensive company and trust administration service, providing advice and company management to clients and colleagues from Jersey.

Location: Jersey
Before you apply: Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

Principal Accountabilities:

  • Management of client portfolio in a professional manner.
  • To assist in the management and development of team members.
  • To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
  • Delegate to colleagues and give technical advice where appropriate.
  • To control and manage periodic accounts on a client portfolio.
  • To prioritise work on structures.
  • To review clients’ investment portfolios.
  • To prepare for and attend meetings with clients and directors.
  • To seek legal assistance in relation to drafting legal complex documents.  
  • Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
  • To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.
  • To be responsible for the activities of team members who report to him/her.
  • To observe CDD and EDD at all times.
  • To assist with management of team’s financial matters.
  • To maintain client confidentiality at all times.
  • To be responsible at all times to the directors.
  • To record all time on the Company’s time recording system and ensure narrative is clear.
  • Achieve financial targets as determined by management.
  • Such other duties as the management may at times reasonably require.

This job description is a guide to the principal, current duties of the job.  It does not form part of the contract of employment.

 To find out more or have a confidential discussion, please email or call +44 1534 740000.

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