Assistant Manager
Job Ref: LF
28393
Are you ready to step into a leadership role within a dynamic and well-established financial services environment? This is your chance to join a team that specialises in providing bespoke wealth management solutions, including trusts, company administration, and investments. As an Assistant Manager, you’ll play a vital role in delivering exceptional client service, mentoring a team, and managing a diverse portfolio with precision and professionalism.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Assisting in managing a team of administrators across trust and company administration while supporting the Team Manager in daily operations.
Overseeing elements of bookkeeping and financial reporting.
Building and maintaining strong client and intermediary relationships.
Taking responsibility for the day-to-day management and administration of a designated client portfolio.
Leading and motivating the team to achieve goals and fostering a collaborative work culture.
Ensuring accurate time recording, timely invoicing, and follow-up on outstanding payments.
Preparing for and attending client meetings, as well as executing follow-up actions.
Demonstrating strong risk management and regulatory compliance awareness.
Attending meetings with clients and third parties alongside senior management.