Trust & Private Wealth Assistant Manager - Hybrid

Maven Partners International; Regno Unito; Ibrido; GBP 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

We’re partnering with a highly regarded private wealth business in Jersey seeking an experienced Trust professional to join its sizeable team, ideally at Assistant Manager level, though a strong Senior Administrator ready to progress will also be considered.

You will oversee day-to-day trust and fiduciary administration across a broad portfolio, mentor junior staff, and help drive process improvements while ensuring compliance and client service excellence in a hybrid working environment.

Competenze

• 5 years experience within Private Wealth or trust and fiduciary administration.
• STEP/ICSA qualifications (or studying towards) preferred.
• Familiarity with regulatory frameworks and strong attention to detail.
• Good understanding of risk awareness, due diligence and AML requirements.

Mansioni

• Oversee all aspects of transaction management and day-to-day administration across trusts, companies, foundations and asset-holding structures.
• Organise and attend client meetings, draft minutes and trustee resolutions and other documentation.
• Act as a reference for day-to-day administration queries and guidance to teammates.
• Undertake four-eyes signatory responsibilities, ensuring policies and procedures are followed.
• Mentor, supervise and support the training and development of junior team members.
• Identify and implement opportunities for process improvements and service delivery enhancements.
• Promote compliance and ensure adherence to laws, regulations and internal policies.
• Maintain controls related to AML, suspicious activity reporting and client due diligence.

Conoscenze

Organisational skills

Client relationship management

Professional communication

Ambition to grow

Formazione

STEP/ICSA qualifications (or studying towards)

Descrizione del lavoro

We’re partnering with a highly regarded private wealth business in Jersey seeking an experienced Trust professional to join its sizeable team, ideally at Assistant Manager level, though a strong Senior Administrator ready to progress will also be considered.

You will oversee day-to-day trust and fiduciary administration across a broad portfolio, mentor junior staff, and help drive process improvements while ensuring compliance and client service excellence in a hybrid working environment.