Trust Assistant Manager
We usually respond within three days
Summary and Overview
- Trust Assistant Manager
- Jersey
- Permanent
- Full Time
- Competitive Salary & Benefits
You'll assist with the overall management of one of the Client Service teams and to effectively administer a portfolio of client entities, within Client Services, providing a high quality client service in a profitable manner
Your New Role
This list of duties is not exhaustive and may change from time to time according to business needs:
- Responsible for administration of a portfolio of complex clients including the preparation and/or review of relevant documentation in an accurate and efficient manner, maintaining a courteous and professional approach with both external and internal clients, at all times
- Ensure that client files are maintained to a high standard
- Assist with the technical queries that arise within the team, guiding and training more junior members of the team in respect of those technical matters
- Maintain relationships with clients and develop a full understanding of client business in order to identify opportunities to cross sell the products offered by Equiom
- Assist with the day to day management of a team of administrators in the absence of the manager, controlling and supervising the workload to ensure work is completed in an accurate, efficient and timely manner and advising on technical matters or client-related problems
- Utilising management reporting information to monitor and manage progress on key performance indicators (e.g. debtors, accounts and reviews)
- Responsible for completion of time sheets to ensure clients are billed for time expended
- Demonstrate an ability to draft minutes and undertake preliminary reviews of external legal documents
- Act as an “A” or “B” signatory as required, to check and authorise work of the Client Services teams
- Identify opportunities to improve the scope of services provided to clients and proactively discuss those opportunities with clients
- Network with intermediaries and relevant business contacts to enhance the opportunities to do business with them
- Promote the Equiom brand and share our vision and values consistently internally and externally
- Promotes Equiom’s ‘can do’ and ‘getting it right first time’ culture
What will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
- Demonstrate a good understanding of trust and company law and administration, along with some experience, ideally some of which in a supervisory capacity
- Hold or be working towards an industry relevant qualification and commit to maintain professional knowledge through attendance at relevant seminars, webinars, presentations and reading
- Possess a good understanding of any relevant tax legislation and demonstrate a willingness to understand tax changes as they arise
- Demonstrate a good understanding of external regulations and legislation and of the internal policies and procedures including anti-money laundering risk ratings and signing limit
- Holds or is studying towards a relevant professional qualification (desirable)
Personal attributes which would be seen in the ideal applicant include;
- Great social skills and have the ability to meet with clients and professional contacts both in a business and a social context.
- Strong organisation, communication and time management skills
- Have the ability to deal with sensitive issues
Equiom Group
For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.
We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.
We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.
What should you do now?
If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.
Equal Opportunities
Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.
- Department
- Client Services
- Role
- Assistant Manager
- Locations
- Jersey
- Employment type
- Full-time
- Team
- Client Services
About Equiom Group
We are on a journey and we want you to join us. We never stop learning and that is why we provide our people with the tools, knowledge and experiences to help them thrive and grow. Whatever your level of experience, there could be a place for you at Equiom.
Trust Assistant Manager
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