I am a Job Seeker looking for work

Overview

Our Client is a well established Douglas-based organisation that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-border resources and expertise-led solutions. As they undergo a growth phase, they are seeking an experienced Assistant Manager to work within the Client Services Team.

Role Profile

As an Assistant Manager, you will assist in the running of the client services department. Duties will include but are not limited to:

• Assisting senior management in overseeing the administration of client services team and ensuring clients receive a high level of service
• Assisting in managing of the team's overall workflow
• Liaising directly and building relationships with clients and Intermediaries
• Maintaining a varied portfolio of trust and company entities
• Overseeing various company and trust administration tasks
• Training and supervision of administration staff
  
• Support the administration team

Person Profile

• At least 5 years in a TCSP administration environment in managing a client portfolio
• Part or qualified STEP or equivalent
• 5 GCSEs or equivalent at grade C or above
• Attention to detail
• Excellent communication skills
• Leadership and staff management
• Able to work under pressure and to strict deadlines
• Wide range of trust and company knowledge
• Can demonstrate good risk awareness
• Proactive, a problem solver, team player, enthusiastic
• A desire to progress your career

Desirable:

• CCH, Viewpoint and Laserfiche would be an advantage but not essential