Our client is seeking an experienced and driven Assistant Manager to join their Private Wealth department on a full-time, temporary basis for 12 months. This position is based in Jersey and will involve managing a complex portfolio of clients, providing support to senior management, mentoring junior team members, and driving operational excellence. This role suits a STEP or ICSA-qualified professional with strong leadership skills and a solid understanding of fiduciary responsibilities.
Job Duties:
- Administer a complex and diverse portfolio of client structures requiring senior technical expertise.
- Support the Manager in overseeing the client administration team, providing guidance and mentorship.
- Actively contribute to process improvement initiatives and ensure operational excellence across client portfolios.
- Assist with the onboarding of new clients and ensure smooth integration into the team's workflow.
- Provide cover and deputise for the Manager as required, including attending meetings and handling escalations.
- Participate in business development by identifying opportunities within the client base and assisting with follow-ups.
- Support with reviewing fee arrangements and maximising recovery of work in progress and fee collection.
- Drive awareness of financial and operational KPIs, including cash collection, debtor management and profitability.
- Ensure compliance with regulatory requirements, internal procedures, and risk management frameworks.
- Encourage professional development within the team, helping individuals meet their career objectives.
- Deliver a high standard of client service that aligns with the company's core values and exceeds expectations.
- Maintain strong internal and external relationships to support team cohesion and business growth.
- Participate in training and development initiatives, contributing to a knowledge-sharing culture.
Job Requirements:
- ICSA or STEP Diploma qualified, or other relevant professional qualification.
- Minimum of 5 years' experience within the trust and fiduciary industry.
- Strong understanding of fiduciary duties, trust company business, and regulatory frameworks.
- Proven ability to administer complex trust and company structures.
- Sound knowledge of industry best practices and relevant legal frameworks, including tax considerations.
- Demonstrated leadership and mentoring skills.
- Commercially minded with the ability to manage financial performance indicators.
- Excellent organisational and communication skills.
- Analytical and numerate, with a methodical approach to problem-solving.
- Proficient in Microsoft Office and other relevant IT systems.
- Resilient and able to manage competing priorities in a fast-paced environment.
- Approachable team player with strong interpersonal and influencing skills.
- High level of integrity and a strong sense of professional responsibility.
What You'll Love:
You will join a collaborative and forward-thinking environment where operational excellence, professional development, and exceptional client service are at the heart of everything. This is a fantastic opportunity to gain leadership experience within a dynamic team and make a measurable impact over the course of a 12-month contract.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here