Assistant Manager - Capital Markets



The Position
The Jersey team consist of three teams of administrators and a team of accounting staff as well as support and secretarial staff. Each of the administration teams manage their own portfolios of clients and structures . The fee earners within the teams are responsible for the administration of the various cases with an on-going responsibility for their SPVs including incorporation, establishment of transaction and day-to-day administration. The Jersey team manages wide portfolio of Jersey, Irish, Cayman and Bahrain SPVs.

Technical Attributes
•    Collaborate with your team to manage a portfolio of clients, offering advice from our internal processes
•    Become an expert in technical matters and share knowledge with your team
•    Be responsible for ensuring compliance with procedures and standard documents and contribute to the development of procedures and precedents where appropriate.
•    Ensure that all statutory returns are prepared and submitted as required and that clients' statutory records and the database is up to date
•    Maintain an up-to-date awareness of current industry issues, e.g. interest rate movements, changes in legislation etc which may affect your portfolio
•    Consider regulatory issues at all times and report any concerns to senior management as appropriate

Client Care
•    Communicate openly and honestly with clients and intermediaries on a regular basis in order to establish, build and maintain productive working relationships
•    Conduct meetings, produce minutes, resolutions and any other administration duties requested
•    Oversee the quality of client service provided by direct reports
•    Maintain client documents with integrity
•    Pro-actively complete client take-on process
•    Develop awareness of the potential to generate new business for the team from both new and existing clients
•    Be committed and driven to achieving excellence for yourself and your clients
•    Participate in client care and business development meetings under the support and guidance of the team management

People & Team
•    Be approachable and accessible to your team members, offering guidance and development when required, providing regular feedback to senior management and identify any training needs
•    Provide new, innovative ideas on how to improve the efficiencies of daily tasks
•    Take care of, and establish good relationships with all suppliers, team members and

•    Actively share knowledge with your team by way of team meetings and team presentations
•    Provide input into the targets and appraisals of direct reports
•    Display a positive attitude to work and problem solving

•    Accurately record all time spent dealing with client matters to ensure your clients are correctly invoiced
•    Control the WIP on your matters - highlighting any issues to senior management and presenting solutions to the directors to try to ensure that no significant write offs are incurred.
•    Ensure timeliness of debt collection
•    Ensure all matters are reviewed for profitability at least annually, and corrective action is taken where required
•    Assist with fee proposals and quotations for new business
•    Produce accurate and timely invoices and review all invoices produced by sub team

Skills & Expertise
•    Experience of successfully managing a complex portfolio of capital markets/ corporate

•    Experience of supervising junior team members
•    Self motivated and able to deal with tasks independently and use own initiative
•    Strong academic background and hold or be working towards ICSA/STEP/ACCA
•    Confident and professional with clients and excellent communication skills
•    Expert knowledge of MS Office and good all round computer skills
•    High level of attention to detail
•    Team player, display positive attitude and willing to assist with team projects
•    Confidence to participate in client care and business development meetings

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