[KR11575] - Manager Private Clients - Kendrick Rose

Our client is an independent company who are looking for a Manager for the Private Clients team. The successful person will take responsibility for the administration of a limited portfolio of complex and high risk trusts and companies and provide management and technical support to a team of Administrators in one of the four business lines of Group. Take responsibility for the administration and accounting needs of a limited client portfolio of more complex, demanding and/or high risk trusts, companies or other entities. Manage risk exposure by ensuring Risk/Review procedures are followed at all times and be aware of the need for professional advice and have a good understanding of local Regulatory matters. Monitor the risk profile of matters under administration and ensure that high risk matters receive the appropriate level of attention and monitoring. Escalating any issues arising promptly to other members of the management team and Directors as appropriate. Take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers. Manage the billing and aged debt position of personal and team matters effectively. During periods of absence, to ensure that Directors are fully briefed of any anticipated activities which may arise and that adequate resources are available to the team to maintain a high standard of service to clients.

Ideally the post holder will have completed a professional/relevant qualification to Professional Level (e.g. ICSA/STEP). A minimum of 10 years trust and company administration/relevant experience. As a result of study and experience possess a comprehensive understanding and strong technical knowledge of Trust Administration, Jersey Company Law and the tax implications of various structures.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534715150

Email: info@kendrickrose.com

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