Assistant Manager, Private Clients
Job Ref: LF
26938
As Assistant Manager, Private Clients, you will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Administering a portfolio of complex fiduciary structures to a high standard.
Ensuring administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director.
Liaising with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures.
Ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail.
Demonstrating an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors.
Be responsible for FATCA, CRS, Payment Procedures, FID Reviews and Action Points for audit and liaise with auditors.