Trust and Company Admin Jobs in Guernsey

Relationship Manager

Job Ref: LF 21072
Posted: 2019-05-03
Leapfrog Jobs

Our client is seeking to recruit a Relationship Manager.

Location

Guernsey, Channel Islands

Responsibilities

Day to day running of trust and company structures.
Preparation of Minutes, preparation of required payment instructions.
Liaising with clients and intermediaries.
Maintaining statutory records.
Ensuring that 5Series database is complete and up to date.
Ensure chargeable time is recorded effectively.
Debtor collection.
Ensure high levels of customer service are achieved and maintained.
In all client matters maintain high standards of professionalism so that the Company is perceived by its clients to be a quality service provider.
Ensure that bookkeeping is completed in a timely manner, providing instructions to bookkeeper as necessary and ensure that the general ledgers on 5Series are up to date for each Trust and Company administered.
Preparation of accurate quarterly or ad-hoc investment reviews for the Investment Review Committee (“IRC”)
Be aware of and abide by Client Money regulatory codes and applicable laws.
Be aware of and abide by the Anti-Money Laundering guidelines set down in the Company’s Procedures and Policies Manual.
Identify-cross selling opportunities.
Have awareness of legal and tax regimes in key areas where the company does business.
Attend relevant training sessions, both external or in-house, in order to enhance and maintain up to date knowledge of legal and tax matters, where appropriate.

Skills / Qualifications

The ideal candidate will have a minimum of 3-5 years' experience in Company and Trust administration and be working towards or hold an appropriate professional qualifications such as ICSA or STEP Diploma or be willing to do so. A good working knowledge of 5Series and Microsoft Office Suite is essential, along with accuracy, good listening and communication skills, good command of written English and excellent time management and work prioritisation skills.

How To Apply

For further details please call 711188, or email jobs@leapfrogjobs.com
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