Assistant Manager - Private Clients

Apex Group Ltd

St Helier, Jersey, Channel Islands
On-site
Trust and company administration
Client relationship management
Regulatory compliance
Provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements

Job Summary

  • Provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements.
  • Assist in managing the team and deputising in the Manager’s absence, acting as a focal point for administration and technical queries.
  • Develop strong client relationships and ensure knowledge of and compliance with Apex’s policies and procedures.

Matching Summary

Provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements.

Skills & Requirements

Must-have

  • Trust and company administration
  • Client relationship management
  • Regulatory compliance
  • Team support and development
  • Financial account analysis

Nice-to-have

  • Positive and collaborative approach
  • Proactive problem-solving
  • Continuous self-improvement

Key Requirements

  • Professional qualification recognized by JFSC (or working towards)
  • Excellent understanding of trust and company administration
  • Good understanding of applicable laws and legal & regulatory concepts
  • Previous experience in trust and company business
  • Ability to analyze financial accounts

Work Rights

Not specified

Tailored Resume

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