Assistant Manager Private Wealth, 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 Wealth.
Key responsibilities will include:
•To manage and administer a portfolio of trusts and companies.
•Responsible for updating accounting records (book keeping) in a timely manner.
•Responsible for posting and reconciling statements, investment portfolios, rental statements, etc.
•Responsible for fee collection and chasing/collection of debtors.
•Preparation of annual accounts for trusts and companies.
•Preparation of receipts and payment statements and asset statements.
•Preparation of basic annual tax work for trusts and companies and liaison with tax advisors and/or our tax department.
•Liaison with beneficiaries, investment advisers, bankers, auditors, property advisers, agents, lawyers, etc.
•Preparation of correspondence as required.
•Administer complex property structures (large bank borrowings, inter group loans etc) as well as be responsible for bookkeeping, preparation of annual accounts for audit and liaison with auditors.
•Such other duties as the Manager may at times reasonably require.
The successful candidate will have:
•3-4 year’s Trust and Company experience.
For more information, please email: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.