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
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.