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Assistant Manager - Family Office

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

21 days ago

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An established industry player is seeking an experienced professional to provide vital administrative support and relationship management for a complex client portfolio. This role involves overseeing significant transactions, managing client onboarding, and ensuring compliance with legal and regulatory requirements. The ideal candidate will possess strong interpersonal and organizational skills, along with a professional qualification in finance. Join a dynamic team that values leadership and offers opportunities for growth in a challenging yet rewarding environment. If you are passionate about finance and client relations, this is the perfect opportunity for you.

4+ years of experience in the finance industry required.
Professional qualification in line with Table 5 and ICSA or equivalent.

Provide administrative support to a complex client portfolio.
Manage onboarding of new clients and maintain task lists.

Interpersonal Skills

Organisational Skills

Time Management Skills

Leadership

Coaching Ability

Professional Qualification in Finance

Working towards ICSA or equivalent

This role provides administrative support and relationship management to a complex client portfolio with more complex and significant levels of transactions unsupervised; reporting to direct report on significant transaction requirements; managing onboarding of new clients and collation of initial CDD documents; maintaining up to date task list for any direct client portfolio and overseeing maintenance of outstanding matters; undertaking probation, annual appraisal and development process with direct report; delivery and implementation of divisional strategy and business targets; liaising with clients and third parties; maintaining trust records and respective database administration; arranging statutory filings; acquisition/disposal of property, private equity investments, and acquisition/disposal of trust assets; collation of CDD and customer take on; review invoices and circulation to client; review of client financial statements.

Candidate Requirements:

At least 4 years’ experience in finance industry;
Professional qualification in line with Table 5 requirements and working towards ICSA/equivalent;
Strong interpersonal, organisational and time management skills;
Good leadership and ability to coach;
Sound understanding of trust and company structures and corporate governance, complex financial statements, Jersey statutory laws and other related legal and regulatory requirements and legislation, and cash management processes and systems.

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