Assistant Manager - Private Clients

The Apex Group

St Helier, Jersey, JE
Trust and company administration
Client portfolio management
Regulatory compliance
The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide

Job Summary

  • The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide.
  • The Assistant Manager role involves autonomous administration of complex client portfolios, supporting team development, and ensuring compliance with legal and regulatory requirements.
  • The position offers a unique opportunity to work in a high performing global business with exposure to cross-jurisdictional services and senior management.

Matching Summary

The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees across 112 offices worldwide.

Skills & Requirements

Must-have

  • trust and company administration
  • client portfolio management
  • regulatory compliance
  • team mentoring and coaching
  • time billing and reporting
  • client relationship management
  • company secretarial duties

Nice-to-have

  • collaborative team environment
  • strong organizational skills
  • effective delegation skills
  • analytical and problem-solving abilities
  • self-motivated and proactive
  • excellent communication skills
  • career development focus

Key Requirements

  • professional qualification recognised by JFSC
  • previous trust and company business experience
  • understanding of legal and regulatory concepts
  • ability to analyse financial accounts
  • regulated CPD compliance

Work Rights

Not specified

Tailored Resume

Cover Letter