Company description:
The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Groups Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, deputising for the Manager in their absence and participating in projects that are related to the role.
Job description:
1. Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
2. Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
3. Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
4. Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
5. Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
6. Demonstrate a full understanding of client entity transactions, ensuring a...