Manager

Role purpose:

Manage a team providing comprehensive Private Client Services for our international client base, and undertaking business development/marketing opportunities as required.

Core responsibilities:

• Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/completed in a timely manner.
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
• Identify any training needs for the team and, in the absence of a Senior Administrator and/or Assistant Manager, provide day-to-day training to Administrators and Assistant Administrators; to build up their confidence and knowledge of Trust and Corporate Services.
• Review the team's billing and monitoring of debt collection.
• Have awareness of the teams financial and personal targets (i.e. billing and personal utilisation targets), making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner.
• Undertake the “Managers” review of Working Papers files for the annual Accounts/Financial Statements for your teams’ clients, or where appropriate, delegate this function to an Assistant Manager (subject to appropriate experience/qualification).
• Review all outgoing correspondence and Board/Trustee minutes prepared by the team to ensure accuracy and content are appropriate (any exceptions to this requires approval from the Head of Function).
• Undertake the team’s periodic appraisals and ensure the team use and complete the appropriate appraisal forms.
• Ensure any client review points, which are identified by the Client Review Manager, are cleared/resolved by the team in a timely manner and that statutory records on 5Series remain accurate and up to date.
• Serve as a “B” class Signatory on the Firm’s authorised signing mandate.
• Provide general assistance to the Directors in connection with the preparation of relevant financial information/ reports as and when required.

Technical / Professional / Qualification Requirements:

• CGI/STEP Diploma or equivalent completed; Studying to obtain CGI/STEP Professional or equivalent if not already achieved (JFSC Minimum is Hold Table 5 qualification plus a minimum of 5 years relevant experience); or
• Qualified Accountant (by qualification through the Professional body); or
• Qualification relevant to function; and
• Evidence of Continuous Professional Development; and
• Management Training undertaken; and
• People Management skills and experience.