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Client Manager

Jersey

Administration of a portfolio of private client trusts and companies. 

  • A minimum of 5 years experience working in a private client trust and company environment
  • ACIS or STEP qualified (or equivalent JFSC Table 4 qualification)
  • Thorough knowledge of bookkeeping principles
  • Good working knowledge of Microsoft Office packages, particularly Word and Excel (intermediate level)
  • Up to date knowledge of and adherence to local regulatory requirements and in particular the requirements of the JFSC AML Handbook.
  • Knowledge of tax issues associated with offshore structures and ability to administer structures in accordance with tax advice
  • Client administration
  • Dealing with a varied range of client queries
  • Preparation of Trust and Company minutes
  • Perform periodic client reviews
  • Adherence to company procedures and local regulatory requirements
  • Provision of bookkeeping details to accounts team
  • Review of trust and company accounts
  • Liaison with client Director

 

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