Position: Assistant Manager
The Assistant Manager will be someone who has worked as a Senior Trust Officer / Administrator for several years with a similar organisation. During this time, they will have developed an excellent technical and practical trust and company administration background, as well as demonstrated the ability to develop and assist others with the potential to take on a line management role.
The Assistant Manager will administer a portfolio of clients in the same way that a Senior Administrator does, and in addition, will possess additional technical knowledge and a basic level of line management experience.
The Assistant Manager will be an organiser, communicator, finisher, and helper. They will take pride in everything they do, enjoy contact with others, respect their clients, and will not be satisfied until the job is finished.
The Assistant Manager will be responsible for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all client records, including drafting minutes and correspondence, maintaining client due diligence, keeping all bank accounts reconciled, and recording all transactions. They will handle complex matters with less support and guidance.
They will maintain accurate files for each case under the guidance and support of the group Manager.
The Assistant Manager will ensure that client funds are managed effectively and efficiently, with all financial transactions undertaken with the utmost attention to accuracy and detail.
They will establish rapport with clients or their employees, including investment managers, bankers, and lawyers, and communicate effectively by telephone, fax, and letter. They will accept instructions from clients and undertake to fulfil those instructions with appropriate advice and assistance from superiors. The Assistant Manager will be required to partake in face-to-face meetings with clients and/or intermediaries.
You will be qualified in STEP, ICSA, ACCA, ACA, or hold a similar professional qualification, or be working towards the same, or have many years of trust and company administration experience.
You need to be enthusiastic, with excellent time management and organisational skills, excellent oral and written communication skills, and possess line management experience or demonstrated ability.
To apply for this role, please send a copy of your CV to carla.whitham@ap-personnel.com or call 01481 743078.
Please note applications can only be accepted from candidates living in Guernsey who hold a Guernsey Resident Working Permit.
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