Manager, Corporate Services

  • Job Reference: 6407
  • Date Posted: 22 April 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Corporate Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role overseeing portfolio of complex and crown jewel clients, acting as Alternate Director and ‘B’ Authorised Signatory.  Postholder will liaise with and travel to meet with clients; understanding requirements/ processes for high risk clients; monitor team workflow, performance, attendance, financial management and development; ensure team accounting deadlines and review deadlines met; develop/enhance team specific procedures; conduct appraisals, recruitment and disciplinary/underperformance procedures; review team development plans; present training sessions; set and review performance objectives; analyse work in progress and prepare billing control forms; monitor and manage aged debts; perform high level review of client accounts / financial statements; schedule and attend meetings; produce board packs and agendas; draft minutes and resolutions; prepare checklists for drawdowns, distributions, investments, client est up and termination, and Power of Attorney; prepare client acceptance and risk assessment; assist with new client acceptance process; request CDD documentation.
Requirements are Table 4 qualification; 8 years’ relevant industry experience and at least 3 years’ experience in a supervisory role; experience developing and coaching ; working knowledge of MS Office; comprehensive knowledge of local finance industry, legislation and regulatory requirement; excellent understanding of client financial statements, people management theory and practical application; experience of performance management; skilled at persuading and influencing, leadership, motivation and delegation, presentation, decision making, communication and handling conflict; able to meet demanding deadlines; team spirit; ‘Can do’ attitude; adaptable; proactive; strong commitment to client service excellence; results driven.
Five years continuous residence in Jersey required.