The Assistant Manager will be someone who has worked as a Senior Trust Officer / Administrator for some years with another similar organisation and during this time has developed not only an excellent technical and practical trust and company administration background, but has also 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, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others and respect their clients and will not be happy until the job is finished.
The Assistant Manager will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all of their clients’ records including drafting minutes and correspondence, maintaining client due diligence and keeping all bank accounts reconciled and record all transactions. They will be responsible for dealing with matters of a complex nature with the need for less support and guidance.
They will maintain the accurate files for each of their cases under the guidance and support of the group Manager.
The Assistant Manager will be responsible for seeing that client funds are at all times managed effectively and efficiently and that all financial transactions are undertaken with the utmost attention to accuracy and detail.
The Assistant Manager will be expected to establish a rapport with the client or the client's employees or agents wherever possible including investment managers, bankers, lawyers etc. and to communicate effectively by telephone, fax and letter; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate. 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 working towards the same or alternatively 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, with 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 taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.
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