Assistant Manager
Collas Crill
full-time
Posted on:
Location Type: Hybrid
Location: St Peter Port • Guernsey
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About the role
- Collas Crill Trust is an independent provider of trust and corporate solutions to private clients and institutions. The very experienced team specialises in delivering solutions to complex problems throughout the life cycle of wealth creation, preservation and succession. ****The team are recruiting for an Assistant Manager, who will provide the highest level of service to clients and their advisers by developing and maintaining excellent relationships through proactively meeting client expectations.
- - Regularly liaise with clients and their advisers to ensure good lines of communication are maintained, clients' expectations are met and reports and other information are duly provided in a professional and timely manner;
- - Perform day to day administrative tasks on and have responsibility for a portfolio of trust corporate client entities;
- - Ensure client/internal requests are actioned in a prompt and professional manner, ensure that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly;
- - Liaise with 3rd party banks, investment and other asset managers/agents to ensure client assets are properly managed and reported and that reviews and reconciliations are carried out at regular intervals;
- - Perform periodic reviews of client entities and ensure all regulatory requirements are complied with as well as ensuring all administrative tasks are duly completed;
- - Ensure all tasks undertaken are accurately recorded on timesheets to ensure maximum recoverability of fees;
- - Assisting junior members of the team, acting as a mentor, delivering on-the-job training, and responding to queries;
- - Achieve set efficiency;
- - Ensure debtors are cleared in accordance with agreed targets;
- - Be a valued member of the team and take responsibility for the protection and promotion of the good name and reputation of CCT and Collas Crill.
Requirements
- We would like to hear from candidates who are STEP or ICSA qualified or part qualified. They will have at least 7 years' experience of technical trust experience including the management of a varied portfolio of client entities. We will want to see that applicants have strong interpersonal and communication skills, both verbal and written. They will have the ability to work under pressure to reach deadlines, will be highly organised with good time management skills, and a good level of knowledge of trust systems. ****All candidates must be in possession of a Guernsey right to work document, such as a Declaration of Lawful Residence or a Family Member Permit.****
Benefits
- Everyone has the opportunity to develop their skills through quality work opportunities, supported by professional training delivered in-house or by external providers, mentoring and support.****
- We want you to develop and share your ideas. This ensures that we foster an innovative and collaborative working environment that deliver constructive and realistic solutions to our clients.****
- Collas Crill Trust is a flexible company, encouraging staff to develop their careers in the way that suits them best.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trust managementportfolio managementadministrative tasksregulatory complianceclient accountingreportingreconciliationtime managementdocument preparation
Soft skills
interpersonal skillscommunication skillsmentoringteam collaborationorganizational skillsability to work under pressureclient relationship management
Certifications
STEPICSAGuernsey right to work document