Assistant Trust Manager
Guernsey
We've got a great opportunity for someone looking to take the next step in their trust career.
If you've got at least six years' of trust experience and want to get involved in managing a team, this could be the role for you. The successful candidate will provide day to day assistance with the running of a Private Client and Corporate Services sub-team’s portfolio of clients which will contain a mixture of trusts, companies and other structures dealing with a wide variety of arrangements which will be of both a routine and complex nature.
Key responsibilities
Day to day running of own small portfolio of complex clients and provide oversight and assistance with the sub-team’s portfolio of clients to include:
- Ensure that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e client and non-client related
- Liaise with other departments regarding accounting and taxation issues and with line managers regarding operational issues.
- Liaise with clients and intermediaries both by telephone and in writing
- Assist junior employees with queries/problems being encountered and assist in the resolution thereof
- Staff management may include:
- Management of a sub-team on a daily basis and providing advice and assistance on the resolution of queries, as required
- Ensure that team members receive the necessary training in order to carry out their roles to the best of their ability
- Control and delegation of the sub-team’s day to day workload
- Completion of annual appraisals and probation reviews for team members as and when required
- Responsibility to escalate matters to the line manager as appropriate.
- Responsibility to ensure that a trust administration team meet efficiency targets where relevant
Minimum experience / education required
Educated to ‘A’ Level standard, or equivalent
A minimum of six years’ relevant experience
A relevant professional qualification i.e. STEP Diploma, ICSA
Required skills
Good standard of business writing and numeracy skills
Demonstrated ability of managing an administration team
Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisers and professional intermediaries
Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards
Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to meet deadlines at all times
Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
Technical competence in relation to all fiduciary matters including trusts, companies, pensions, limited partnerships and other structures
Excellent critical analysis and problem solving skills, ability to convey these to the team to improve standard of work and levels of efficiency
Ability to work to deadlines with the minimum of supervision and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.
Applicants should possess a valid Employment Permit or Certificate issued by the States of Guernsey Population Management Office.
Apply
We aim to view and assess all applications as soon as we can, but please note that we may not be able to get back to you until after the closing date. We do encourage you to apply well in advance to ensure your application is received and we are able to meet with you as soon as possible if you are successful.
Applying with a disability
We are committed to ensuring a great experience for colleagues with a disability. Should you be successful after the initial application stage, please discuss any adjustments that you may require with your recruitment contact.
Commitment to diversity
We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.