Assistant Manager

Private Client | Jersey

Assistant Manager

Assistant Manager

Job title

Private Client

Private Client

Business division

Jersey

Jersey

Location

Role summary

Acting as Assistant Manager, reporting to a Senior Manager, with responsibility for the provision of fiduciary and administrative services to a variety of entrepreneurial, UHNWI and corporate clients holding wide ranging asset classes. The Private Client business division provides a supportive, team-based, client-focused environment that is dedicated towards delivering high quality services.

 

Key responsibilities

The role above will be responsible for the following specific duties:

  • Provide general corporate and trustee administration to a wide customer base and with a focus on responsive service and customer care

  • Working with Directors and Managers to manage and supervise a small number of administrators who would typically be studying towards professional qualifications.

  • Supervise the administrators within the team, including mentoring, training and development

  • Establish, build and maintain strong relationships and networks with both internal and external contacts including legal and tax advisers

  • Correspond with clients and intermediaries as appropriate to achieve goals, often within tight time frames.

  • Organise company, shareholder and trustee meetings, preparing board packs or trustee packs in support, preparing minutes for meetings

  • Overseeing the management of bank accounts including receipts and payments

  • Ensuring trust and company books and records are maintained appropriate filings are made in a timely manner

  • Ensure that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines

  • Ensuring trust and company accounts are prepared to appropriate deadlines and liaising with auditors where relevant

  • Ensuring reporting complies with entity and statutory requirements

  • Preparation and implementation of customer specific procedures

  • Management of billing / cash flows

  • Maintain administrative task lists and ensure tasks are cleared on a timely basis

  • On-going monitoring to ensure compliance with all regulatory obligations and requirements and in accordance with Sanne’s regulated business procedures manual

  • Perform other duties as necessary to support divisional objectives.


Skills / experience requirements

  • Professional STEP / ICSA qualification, or working towards

  • Minimum of 5 years Jersey trust and company experience

  • Excellent communication and organisational skills together with a strong degree of accuracy and ability to work to deadlines

  • Able to influence and/or motivate senior and junior team members

  • Experience of dealing with diverse asset classes

  • A general understanding of relevant UK tax provisions

  • An understanding of accounting and book keeping

  • Ability to act as team member within a busy team


Next steps

If you are interested in this role or have any questions, please click here.

 

  • About us

    SANNE is a leading global provider of outsourced alternative fund and corporate administration services.

  • Our services

    SANNE provides clients across the globe with a wide range of complementary business services, focused on two core areas: alternative asset services and corporate and private client services.

  • Our approach

    We understand that each client relationship has a unique set of requirements and expectations; that is why our client service teams are handpicked and tailored to fit the specific and evolving needs of each client.

  • Thought leadership

    At SANNE, we collaborate and share our knowledge and best practice with those we value. These are the things that make the difference.

  • Our people

    We work with talented people. It’s their deep expertise, knowledge and collaborative nature that differentiates us. We see things differently.

  • Global locations

    Our offices are spread across three global regions: The Americas, EMEA and Asia-Pacific.

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