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Assistant Manager - Private Client - Jersey

About the role:

The role holder will be required to administer a client portfolio, under the supervision of a Line Manager. They should be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management and contractual and statutory obligations.

Responsibilities:

  • Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
  • Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
  • Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
  • Check, maintain and ensure accuracy of the central diary system relevant to the client portfolio to ensure deadlines are recorded and subsequently achieved.
  • Maintain accurate and up to date records of client entities (including desktop), ensuring all statutory obligations are complied with.
  • Manage own billing and cash collection / debtors process and minimise write-offs where possible.
  • Assist with the management and training of junior members of the team.

Requirements:

  • Ability to work to deadlines and prioritize effectively.
  • Extensive administration experience.
  • Good analytical skills.
  • Ability to collate and present information in a clear and concise manner.
  • Self-motivated with a positive approach, strong work ethic and willingness to learn.
  • Highly organised with strong attention to detail.
  • Excellent written, verbal and interpersonal skills.
  • Competent in all Microsoft applications.
  • Hold or be studying towards a relevant professional qualification.

Private Client

Jersey

2603

 

Private Client

Jersey

2603

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