Assistant Manager – Client Services

ROLE OVERVIEW

PURPOSE OF JOB

Responsible for the administration of a portfolio of more complex clients in accordance with Company procedures.

MAIN RESPONSIBILITIES AND DUTIES

• Ensure the management and delivery of administration services to a complex portfolio of trusts, foundations and companies.
• Maintain a detailed and accurate record of all client structures within the portfolio.
• Review draft financial statements and resolve any outstanding points within the set deadlines.
• Ensure compliance at all times with respect to relevant legal and regulatory framework.
• Attend client meetings when required, prepare relevant meeting material and minutes drafting.
• Undertake client onboarding, acceptance and formation process.
• Assist administrators with client matters of a more technical nature and escalate to the Manager/HOD where necessary.
• Assist Management with regards to client matters.
• Ensure that internal procedures and controls are properly followed.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• At least 5-7 years of experience in the Global Business Sector.
• ICSA / ACCA background (or any other relevant professional qualification).
• Well-developed communication skills and technical abilities.
• Dynamic, Flexible, self-motivated and well-organized.