Manager

Role Purpose

Supervise and manage a team providing administration and other services to private, corporate and private fund client entities in a variety of asset classes, including real estate, and undertake business development/marketing opportunities as required.

Core Responsibilities

• Oversee and lead a team of administration staff managing a portfolio of private, corporate and private fund clients.
• Ensure the team administers the client portfolio to a high standard in accordance with the Firm’s policies and procedures, and that all work is undertaken/completed in a timely manner.
• Manage client transactions and review documentation prepared by the administration team before presenting to Directors.
• Oversee the billing and debt collection for the client portfolio.
• Oversee the onboarding of new clients.
• Oversee client AEOI, GDPR, ISE, tax filing submissions, and regulatory annual confirmation statement submissions.
• Participate in the periodic reviews of client files as necessary and oversee clearance of periodic review points raised.
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
• Identify any training needs for the team and provide day-to-day support to build their confidence and knowledge.
• Have awareness of the team’s financial and team members’ personal targets, making sure these are reviewed frequently, with any areas of concern being addressed appropriately in a timely manner.
• Undertake the team member’s periodic appraisal and feedback meetings.
• Serve as a “B” class Signatory on the Firm’s authorised signing mandate.
• Work with other managers and senior staff to develop the business’ operations and promote growth.

Technical / Professional / Qualification 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

What We Offer

• Competitive remuneration.
• Comprehensive employee benefits
• Professional and personal development.
• All inclusive, collaborative and innovative culture.

Apply here