Assistant Manager

Become a First Name

We have a great opportunity in Guernsey and looking for an Assistant Manager to join our Private Client Team.

The successful candidate will administer a complex and varied portfolio of clients and provide support to the Manager and Team.

What will you do?

Client Service

  • Deliver the highest level of client service in line with our Group behaviours.

  • Provide support and assist with the administration of client entities administered by the Team.

  • Act as an effective member of the fiduciary team and assist the Manager with meeting business, financial and operational initiatives and projects.

    Team Leadership and Collaboration

  • Liaise with the team members and all teams within the Guernsey office.

  • Build effective relationships.

  • Deputise for the team Manager in their absence.

  • Provide technical support to other members of the team.

    Commercial Focused

  • Develop working relationships with clients, intermediaries and internal contacts to maximise client retention and identify opportunities for growth.

  • Assist the team and Manager, as required, with all matters relating to the billing of client entities and monitoring of outstanding debtors.

  • Proactively contribute to the team objectives.

    Managing Risk

  • Ensure compliant with applicable laws, service standards, company policies and procedures and agreed operational and control processes.

  • Use own judgement to identify concerns and risks and that they are reported to the Manager / Client Services Director in a timely and effective manner.

    What do you need to succeed?

    Must-have

  • Good understanding of the relevant laws relating to ‘Trust Company Business’ in the role location.

  • Good understanding of the duties and responsibilities of a Fiduciary Business.

  • Good understanding of industry best practice in relation to Trust and Company administration.

  • Ability to demonstrate effective communication and build client relations.

  • Good numeracy skills and ability to understand Trust and Company legal documents.

  • Attention to detail and accuracy.

  • Significant experience in a Fiduciary environment required.

  • Holds a relevant professional qualification

    ICSA Certificate in Offshore Finance & Administration

    Or Certificate in Offshore Administration

    Or STEP Foundation Certificate in Offshore Trust

    Nice to have

  • Knowledge of other related jurisdictions laws in relation to ‘Trust Company Business’.

  • Working knowledge of Microsoft packages including Excel, Outlook and Word.

  • Some experience in a supervisory role.

  • A good understanding of the principles of taxation affecting Trust and Corporate Structures.

So how about you?

Our commitment to you is that we will help you become your personal best. All of our First Names benefit from a comprehensive and individually tailored training programme. We focus on a holistic skillset of professional accreditation and management development, soft skills, coaching and technical training. This is a business built by people, so helping our people be great is great for business.

First Names Group

We are a leading independent provider of trust, fund, real estate and corporate services. Did you know we’ve grown three-fold in the last three years and have offices in 14 different locations around the globe. We credit this growth to our people – talented and driven individuals making things better for their teams, clients and communities. We call ourselves ‘First Names’.

Closing Date: 21/04/2017 23:59

https://www.firstnames.com/careers/vacancies

"Our business is first, second and third about the relationships we have with our clients"

Oonagh Hayes, Group Director of Corporate Development

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