Senior Associate – Private Clients

Alexander Daniels; Jersey Marine; Sur place; GBP 45 000 - 60 000; Plein temps

Résumé du poste

Alexander Daniels is partnering with a well-established fiduciary services provider in Jersey to recruit an Assistant Manager – Private Clients. The role supports administration of a varied portfolio of private client structures and client matters, working with senior colleagues to deliver excellent client service.

You will develop within a professional and collaborative environment, gaining exposure to private client structures and governance, while contributing to high-quality service levels

Qualifications

• Previous experience within trust and company administration.
• Understanding of private client structures and trust administration principles.
• Strong organisational skills with the ability to manage multiple priorities and deadlines.
• Excellent communication and relationship management skills.
• High level of accuracy and attention to detail.
• A proactive, team-oriented approach and commitment to delivering excellent client service.

Responsabilités

• Support the administration of private client trust and company structures.
• Assist with the day-to-day management of client relationships and ongoing client matters.
• Maintain accurate client records, documentation and statutory information.
• Ensure work is completed in line with internal procedures, regulatory requirements and service standards.
• Collaborate with colleagues to deliver a high-quality service to clients and their advisers.
• Support the efficient completion of administrative and operational tasks across the portfolio.

Connaissances

Trust administration

Private client structures

Relationship management

Attention to detail

Description du poste

We are partnering with a well-established fiduciary services provider in Jersey to recruit an Assistant Manager – Private Clients. This opportunity offers the chance to support the administration of a varied portfolio of private client structures, working closely with senior colleagues to deliver exceptional client service while developing your career within a professional and collaborative environment.

What you’ll do

• Support the administration of private client trust and company structures.
• Assist with the day-to-day management of client relationships and ongoing client matters.
• Maintain accurate client records, documentation and statutory information.
• Ensure work is completed in line with internal procedures, regulatory requirements and service standards.
• Collaborate with colleagues to deliver a high-quality service to clients and their advisers.
• Support the efficient completion of administrative and operational tasks across the portfolio.

What you’ll need

• Previous experience within trust and company administration.
• Understanding of private client structures and trust administration principles.
• Strong organisational skills with the ability to manage multiple priorities and deadlines.
• Excellent communication and relationship management skills.
• High level of accuracy and attention to detail.
• A proactive, team-oriented approach and commitment to delivering excellent client service.

Why join?

• Join a respected organisation with a strong reputation within the fiduciary sector.
• Gain exposure to a diverse portfolio of private client structures and relationships.
• Work within a collaborative and supportive team environment.
• Access excellent professional development and career progression opportunities.
• Build your expertise within a specialist private client services team.

More information about this role is available upon request – contact the team today for further details.