9 May 2019

Assistant Manager Private Client Services, Guernsey | Guernsey,United Kingdom

Personnel AppointmentsAnywhere

Job Description

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:
• Daily correspondence;
• 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.

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Job expires in Endless.

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