Assistant Manager, Real Estate – Jersey

Client Relationship

• Working closely with your superior to provide a quality and efficient service to a complex portfolio;
• Support immediate management team with the delivery and implementation of divisional strategy and business targets;
• Administration of complex client portfolio undertaking general administration with minimal supervision by your superior;
• Supervising junior members of staff and delegating tasks on your portfolio;
• Liaison with clients, intermediaries, client advisors and bankers on administrative matters;
• Liaising with third parties such as lawyers, auditors, property and investment managers as required;
• Ensure maintenance of corporate records and respective database administration;
• ​Awareness and arrangement of statutory filings within applicable deadlines;
• Co-ordination of meetings; hold and take minutes for meetings and co-ordinate review with the administrators;
• Complex transaction management such as the acquisition/disposal of property and re-financing;
• Oversight of the collation of due diligence and customer take on procedures;
• Maintain and monitor task list to ensure completion on a timely basis;
• Liaising with the accounts team to ensure customer deadlines are met;
• Provide general team administration assistance as required;
• Perform other duties as necessary to support the administrative team and wider business and generally act in the best interests of the division by supporting team members.

​Time Management

• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
• Review of underlying teams time recording, ensuring accuracy and adherence with group procedures and agreed recoverability;
• Actual against team and Altum targets – monitor consistently and provide feedback to ensure efficiency.

​Financial

• Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
• Oversight of WIP review on junior members client portfolios ensuring any ad hoc fees are considered;
• Review of invoices and circulation to client;
• Monitor agreed fees against WIP and consider scope for more accurate charge / fee.

Mentoring/Professional Development

• Maintenance of mandatory AML training as required;
• Attendance at any additional training provided by Altum Group;
• Studying towards a professional Table 4 qualification such as ICSA or equivalent;
• Supervise and mentor underlying team who are studying towards professional qualifications;
• Developing and coaching underlying team on a one to one basis;
• Assisting in the managing performance of direct reports through the performance management process, including performance review meetings and objective setting.
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