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Assistant Manager, Client Services


Alexander Daniels Offshore


Location

Jersey | United Kingdom


Job description

We have a new opportunity for an Assistant Manager, Client Services to join one of Jersey’s leading audit, accounting and taxation services firm.

Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the firm, in liaison with the relevant Trust Manager and Client Director. Assistance to the Trust Manager and Client Director and the supervision of the Private Client administration team.

Responsibilities:

– Administer a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to  comply with requirements of the client and relevant legislation.
– Manage client relationships, attendance at meetings as appropriate including all preparation as necessary.
– Ensure that the relevant Trust Manager/Client Director are kept informed of activities at all times.
– Ensure minutes and resolutions for entities under management (companies, trusts, foundations etc.) are prepared as required.
– Responsible to ensure all statutory records/returns are prepared and submitted.
– Responsible to ensure statutory database/registers are maintained and up to date.
– Preparation of correspondence in accordance with firm’s procedures

More information about this role is available upon request – contact the team today for further details.


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