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Private Client Assistant Manager

Guernsey

Agency Listing
Trust

Our client is seeking a Private Client Assistant Manager to support both client relationships and team performance. The role offers responsibility for a portfolio alongside involvement in team development and service delivery. Location Guernsey , Channel Islands Duties for this role include, but are not limited to: Managing a portfolio of trust and company structures. Acting as a key point of contact for clients and intermediaries. Supporting and overseeing day-to-day administration and transactions. Preparing and reviewing documentation including minutes and resolutions. Attending client meetings and preparing follow-up documentation. Supporting new business onboarding and transitions. Monitoring billing, fee collection and portfolio performance. Maintaining client profiles, risk assessments and due diligence records. Acting as a signatory on relevant matters. Supporting team management, including mentoring and development of junior staff. Contributing to team operations, reporting and continuous improvement initiatives. Skills / Qualifications The ideal candidate will have strong experience within fiduciary services, with exposure to managing trust and company structures. They will hold, or be working towards, a relevant professional qualification such as STEP, CGI or ACCA. Experience supervising or supporting junior team members would be advantageous. Strong communication, organisational and leadership skills are essential, along with a proactive and client-focused approach.

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