[6002] - Private Client Assistant Manager/Manager - Maven Partners

The Organisation:
Our client, a provider of private client, fund and corporate administration services, is looking for a Private Client Assistant Manager/Manager to join their team.

The Role:
Responsibilities include:
Overseeing administration of client portfolio and administration team.
Maintaining solid relationships with client and intermediaries and to ensure they receive the highest standard of services at all times.
Reviewing accounts files prepared by administrative team.
Liaising with tax advisors and ensuring compliance with tax planning advice and investment guidelines.
Liaising with investment advisors and investment review team.
Liaising with external auditors.
Managing client WIP, billing and cash collection.
Completing reporting requirements for CRS/FATCA.

The Person:
You will possess the following key characteristics:
Strong accounts knowledge - preferably professionally qualified.
Good knowledge and understanding of general UK tax principles, or ability to study for STEP tax qualification and ability to learn not he job.
Good written skills and experience of report writing preferred.
Good communication skills.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534864771

Email: sarahgarrood@mavenpartners.net

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