Assistant Manager - Real Assets

CO_AFSJLL Apex Financial Services (Jersey) Limited; Saint Helier; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

Life Assurance

Pension Scheme

Health Care Scheme

Job summary

Apex Group in Jersey is seeking an Assistant Manager in the Real Assets team. You will provide administrative support and relationship management to a client portfolio, reporting to a Manager.

You will work with the team to develop the administration function, ensure SLAs are met, and support junior staff in transaction management and onboarding. A hybrid work model and comprehensive benefits are offered.

Qualifications

• Excellent communication and organisation skills.
• Understanding of Jersey statutory laws and related regulatory requirements (AML).
• Motivated and driven.
• Professional CGI qualification or studying towards CGI.
• Prior experience within the finance industry.
• Ability to mentor, develop and train junior staff.

Responsibilities

• Maintain and develop client relationships as main contact.
• Engage with third parties, client advisors and intermediaries.
• Support development of the administration team.
• Monitor SLAs and CSPs adherence.
• Contribute to ad-hoc projects as required.
• Ensure client responsibilities meet deadlines and best practices.
• Lead and develop junior team for transaction management.
• Assist with due diligence and on-boarding procedures.
• Monitor WIP and billing per fee agreements.
• Review payments/minutes for quality.
• Manage risk per Apex Group policies.

Skills

Client relationship management

Excellent communication

Organisation skills

Jersey regulatory awareness

CGI qualification / studying CGI

Mentoring juniors

Job description

Role

Assistant Manager

Location

Jersey, Channel Islands

Department

Real Assets

Employment Type

Full time - Permanent

Role summary

As an Assistant Manager, you will be reporting to a Manager within the Real Assets Team in Jersey, responsible for the provision of administrative support and relationship management to a client portfolio. Working closely with a Manager to provide quality and efficient services to all customers within the portfolio.

The Role & Key Responsibilities

• Maintenance and development of client relationships for which you are the key client contact
• Engagement with third parties, client advisors and intermediaries
• Work with the team manager to ensure development of the underlying administration team
• Monitor adherence to client service level agreements (SLAs) and implementation of customer specific procedures (CSPs)
• Contribute to ad-hoc projects as and when required by the business
• Work with the Manager to ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines
• Leading on and developing the junior team to undertake transaction management such as the acquisition/disposal of property and re‑financing
• Assisting with the collation of due diligence and completion of customer take on procedures
• Monitoring of WIP and billing in accordance with fee agreements
• Review work produced by the junior team, such as payments and minutes, to ensure high-quality deliverables
• Manage risk in accordance with Apex Group policies and elevate matters in accordance with procedure where required
• Perform other duties to support the Manager and team as may be necessary from time-to-time.

Skills Required

• Excellent communication and organisation skills.
• An understanding of Jersey statutory laws and other related legal and regulatory requirements (e.g. anti-money laundering laws and regulations).
• Motivated and driven.
• Professional CGI (or equivalent) qualification or studying towards CGI
• Prior experience within the finance industry
• Ability to mentor, develop and train junior members of staff.

What you will get in return

• Hybrid working model.
• Life Assurance.
• 25 days of annual leave + bank holidays.
• Income Protection.
• Pension Scheme and Health Care Scheme.
• Positive and hospitable work environment.
• Exposure to all aspects of the business and cross-jurisdiction.
• A genuinely unique opportunity to be part of an expanding large global business + more

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Role: Assistant Manager Location: Jersey, Channel Islands Department: Real Assets Employment Type: Full time - Permanent Role summary: As an Assistant Manager, you will be reporting to a Manager within the Real Assets Team in Jersey, responsible for the provision of administrative support and relationship management to a client portfolio. Working closely with a Manager to provide quality and efficient services to all customers within the portfolio. The Role & Key Responsibilities: Maintenance and development of client relationships for which you are the key client contact; Engagement with third parties, client advisors and intermediaries; Work with the team manager to ensure development of the underlying administration team; Monitor adherence to client service level agreements (SLAs) and implementation of customer specific procedures (CSPs); Contribute to ad-hoc projects as and when required by the business; Work with the Manager to ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines; Leading on and developing the junior team to undertake transaction management such as the acquisition/disposal of property and re‑financing; Assisting with the collation of due diligence and completion of customer take on procedures; Monitoring of WIP and billing in accordance with fee agreements; Review work produced by the junior team, such as payments and minutes, to ensure high-quality deliverables; Manage risk in accordance with Apex Group policies and elevate matters in accordance with procedure where required; Perform other duties to support the Manager and team as may be necessary from time-to-time. Skills Required: Excellent communication and organisation skills. An understanding of Jersey statutory laws and other related legal and regulatory requirements (e.g. anti-money laundering laws and regulations). Motivated and driven. Professional CGI (or equivalent) qualification or studying towards CGI; Prior experience within the finance industry; Ability to mentor, develop and train junior members of staff. What you will get in return: Hybrid working model. Life Assurance. 25 days of annual leave + bank holidays. Income Protection. Pension Scheme and Health Care Scheme. Positive and hospitable work environment. Exposure to all aspects of the business and cross-jurisdiction. A genuinely unique opportunity to be part of an expanding large global business + more Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/ Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us