Intertrust Group in St. Helier
Intertrust Group in St. Helier

Assistant Manager - Private Clients

St. Helier
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About Intertrust

Intetrust is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has around 3,500 employees in more than 30 jurisdictions in Europe, the Americas, Asia and the Middle-East. Intertrust delivers high-quality, tailored fund, corporate, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms multinational corporations, institutions, fund managers, high net worth individuals and family.

The Position

Intertrust Private Wealth is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.


Technical Attributes

  • Collaborate with your team to manage a portfolio of private wealth clients, covering a variety of trust structures
  • Pro-actively take on additional responsibility and administration tasks as required by your manager or clients
  • Be a technical expert on client structures, including any regulatory requirements that are applicable

Client Care

  • Ensure client records are clearly and accurately updated with all correspondence
  • Take care of, and establish good relationships with all suppliers, team mates and clients
  • Communicate openly and honestly with clients on a regular basis, within the Intertrust's  SLA agreement

 
People & Team

  • Be approachable and accessible to your all team members, offering guidance and development when required and assist in any training needs
  • Provide new, innovative ideas on how to improve the efficiencies of daily tasks
  • Drive personal development using all the resources available at Intertrust to achieve success
  • Offer support and guidance to junior team members through mentoring and supervision

 
Financials

  • Accurately record all time spent dealing with client matters to ensure the client’s are correctly invoiced
  • Carefully review aged debt and other financial information as required by the Finance Group


Skills & Expertise

  • Proven experience in a similar role
  • Studying towards/hold a professional qualification, ideally ICSA/STEP
  • Be able to deal with tasks independently & use own initiative
  • Strong academic background
  • Be pro active and forward thinking
  • Broad understanding of the wide range of Fiduciary products offered by Intertrust

More information?

For questions about this vacancy or more information about careers at Intertrust Group, please contact:


Chloe Minson

Call Intertrust Group +44 1534 504425
Mail Intertrust Group Send an email