Assistant Manager Private Client Services, Guernsey
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|Area||Guernsey, United Kingdom|
|Sector||Trust and Company|
- Our client is a financial services company seeking to recruit an Assistant Manager Private Client Services.
Key responsibilities will include:
•To undertake the day-to-day administration of own allocation of clients, either personal, company or Trust.
•Supervise work of administrators, where appropriate.
•Regularly review client’s files to ensure all matters are up to date with nothing outstanding.
•Assist in or undertake additional ad hoc projects as and when required, including Estate administration.
•Ensure timely completion of:
•Dealing with tax assessments;
•Preparing and submitting tax appeals;
•Guernsey tax returns;
•UK tax returns;
•Accounts as and when required;
•Sign out post other than that of an advisory nature
The successful candidate will have:
•Relevant previous experience of working in a similar role.
For more information, please email: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.