Assistant Manager - Private Clients

Apex Group

Jersey, Channel Islands, United Kingdom
Trust and company administration experience
Jfsc recognized professional qualification
Client portfolio administration
The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements

Job Summary

  • The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements.
  • Candidates will actively support the Manager in training and developing team members, fostering a positive 'can do' culture within the department.
  • This position offers exposure to senior management and cross-jurisdictional operations within one of the world's largest fund administration providers.

Matching Summary

The role involves autonomously administering a complex portfolio of private clients and family office entities while ensuring strict adherence to regulatory requirements.

Skills & Requirements

Must-have

  • Trust and company administration experience
  • JFSC recognized professional qualification
  • Client portfolio administration
  • Regulatory compliance knowledge
  • Team mentoring and development
  • Time billing and chargeable hours
  • Entity setup and closure procedures

Nice-to-have

  • Cross-jurisdictional service experience
  • Strong analytical problem-solving skills
  • Proactive client communication style
  • Ability to work in fast-paced environment
  • Collaborative team-oriented mindset
  • Interest in cross-selling opportunities

Key Requirements

  • Professional qualification recognized by JFSC
  • Essential experience in trust and company business
  • Understanding of applicable laws and legal concepts

Work Rights

Not specified

Tailored Resume

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