Assistant Manager - Fiduciary

Job Ref: LF 22946
Posted: 2020-10-16
Leapfrog Jobs

You will work on a small, designated portfolio of high value and complex trust and corporate structures.


Guernsey, Channel Islands


Under guidance from the Executive Directors, consider and suggest amendments to the Policies & Procedures, Financial Crime, and Compliance manuals.
Ensure compliance with policies and procedures by all staff members.
Provide ongoing support and training to staff, both in respect of client relationships and administration, and policies and procedures.
Ensure client reviews tasks (AML and Fiduciary) are completed in accordance with agreed timeframes.
Maintain adherence to all regulatory and statutory reporting requirements and deadlines.
Use systems to provide automated reporting and optimisation with Acumen.
Hold responsibility for the database's maintenance, continuous updating and consistent input of data to enable effective reporting.
Ensure Investment Reviews are completed in accordance with procedures.
Provide ongoing reporting to the Executive Directors, as required.
Be aware of and manage operational risk within the fiduciary area, alerting the Executive Directors of any issues or concerns relating to operational issues or practices.
Assist with new business take on and sign off as required.
Maximise client profitability and manage the team in a way that encourages client retention and growth.
Ensure policies and procedures are complied with and that fiduciary, legal and regulatory obligations are met.
Actively support Executive Directors with roll out of strategic business objectives, including business development efforts, especially on-boarding.
Sign off agreements and other legal documents and make appropriate fiduciary decisions for clients.
Provide technical guidance and support to the administration team with enthusiasm and encouragement.
Monitor fee income, chargeability and recoverability and outstanding tasks for the team, ensuring targets are met.
Deliver management information as required by the Executive Directors.

Skills / Qualifications

Experience at Assistant Manager level, with a STEP qualification (or equivalent) are essential to the role, as is the ability to manage the team, develop business and help drive the business forward.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.
More Trust and Company Admin Jobs in Guernsey