Full Description

Purpose of the role:

The Assistant Manager will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and other stakeholders. The role holder will identify and mitigate risk across their span of control and will be responsible for assisting with the management of their team providing training and coaching.

Key Accountabilities:

• The Assistant Manager will achieve personal targets as set out for their role for time recording, utilisation and working capital management.
• They will support their Director in understanding and acting upon the commerciality and profitability of their client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities.
• The role holder will assist the Manager in managing the team by providing constructive performance feedback to each member of their team in order to develop and grow the individual and will carry out periodic.

Knowledge and Experience:

• The successful applicant will have experience of working with High Net Worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of their clients.
• The successful Assistant Manager will put their clients at the centre of everything they do, building relationships and exceeding expectations, they will be flexible and professional when working under time driven pressures and will have good prioritisation and time management skill.
• The Assistant Manager is expected to hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent.

For more information please visit https://jobs.axalleine.je/job/assistant-manager-2208.aspx.

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