St Helier, Jersey

Assistant Manager Private Wealth

 Job Description:

Job Responsibilities:

  • All aspects of transaction management for a broad range of Trusts, Companies, Foundations, and Asset Holding Structures
  • Organising and attending client meetings and drafting more complex minutes and resolutions
  • Act as a higher authority on day-to-day administration queries and as 4-eyes signatory, ensuring that company policies, procedures and guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
  • Supporting the  ethos across the team through rigorous process analysis to drive alignment and consistency
  • Acting as a mentor, supervising and assisting in the training and development of staff
  • Contributing towards the business as a whole in identifying process improvements, including improvements in policies and procedures and any other service innovation changes that would improve the client experience
  Required Skills:

Analysis Resolutions Structures Administration Business Training Management