Assistant Manager
Jersey
Vacancy listed 07/07/2026
Application deadline 31/12/2026
Details
Job title:  Assistant Manager 
Role Level: 4
Department: Private Client Services 

To provide comprehensive trust and company administration services for our international client base, maintaining a complex client portfolio and provide assistance in managing a team.

Core responsibilities

  • Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships.
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
  • Assist with the training requirements of Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services.
  • Undertake the billing and debt collection for your client portfolio.
  • Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio and where appropriate, a final “Managers” review either in their absence or as agreed (subject to appropriate experience / qualification).
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the Office Procedures Manual.
  • Prepare complex correspondence, Board / Trustee minutes as necessary and assist the Manager in reviewing the teams work, as required.
  • Complete periodic reviews of your and the team’s client files, as necessary.
  • Provide general assistance to the Manager and Directors in connection with the day to day running of the team and preparation of relevant financial information / reports as and when required.

Technical / Professional / Qualifications Preference

  • 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
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