Assistant Manager Private Clients (803) Permanent

To provide comprehensive trust and company administration services for our clients international client base, maintaining a complex client portfolio and provide assistance in managing a team

• Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors
• Assist with the training requirements of Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services
• Undertake the billing and debt collection for your client portfolio
• Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio and where appropriate, a final “Managers” review either in their absence or as agreed (subject to appropriate experience / qualification)

• CGI/ STEP Diploma or equivalent completed; Studying to obtain CGI/ STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years’ relevant experience) or
• Qualified Accountant (by qualification through the Professional body) or
• Qualification relevant to function
• Evidence of Continuous Professional Development
• Management Training undertaken
• People Management skills and experience