Assistant Manager - Private Wealth

Our client is seeking an Assistant Manager to join their Private Wealth team. 

As an Assistant Manager, you will oversee a team of administrators delivering a range of corporate administration services to a varied portfolio of Private Wealth clients and entities. You will be entrusted to managed the more complex requirements of a large clients' affairs, working closely with the Director and other managers in the team to maintain and grow client relationships.

Key Responsibilities

  • All aspects of transaction management, including organising and attending client meetings and drafting more complex minutes and resolutions
  • Act as a higher authority on day-to-day administration queries and as 4-eyes signatory, ensuring that company policies, procedures and guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
  • Supporting the 'Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
  • Acting as a mentor, supervising and assisting in the training and development of staff
  • Contributing towards the business as a whole in identifying process improvements, including improvements in policies and procedures and any other service innovation changes that would improve the client experience

Skills, Knowledge and Expertise

  • A strong background in corporate administration services with at least 5 years relevant experience
  • Strong technical knowledge of the applicable statutory laws and other related legal and regulatory requirements
  • Excellent academic background and considerable practical experience, supported by a relevant professional qualification such as ICSA or STEP
  • Excellent written and verbal communication skills
  • Commitment to the highest standards of client service based on understanding needs and delivering solutions
  • Strong working knowledge of Viewpoint would be an advantage

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 07 May 2025
Closing Date: 
Tue, 05 Aug 2025
Reference: 
12620

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