Manager – Admin (Family Office) – Jersey

Role summary.
We are currently looking for a manager to join our Family Office team in Jersey. This role involves overseeing the administrative support and relationship management provided by junior team members across our client portfolio. The manager will take the lead on complex or high-value client matters independently and ensure directors are kept informed with clear updates, especially on key transactions or issues requiring their attention. The successfully candidate will also manage the onboarding of new clients, ensuring all internal approvals align with Altum Group policies. A key part of the role includes providing training and technical guidance to the team on structuring and corporate governance, as well as supporting their development through feedback, probation reviews, and annual appraisals.
Key responsibilities.
- Working closely with your superior to provide quality and efficient service to various client portfolios
- Support immediate management team with the delivery and implementation of divisional strategy and business targets
- Acting as first point of contact for queries from team members
- Develop and maintain effective working relationships with colleagues both in immediate department and wider departments/jurisdictions as required
- Oversight of various client portfolios ensuring general administration undertaken
- Supervising team meetings and oversight of junior members of staff
- Liaising with 3rd parties such as lawyers, auditors, and investment managers as required
- Ensure maintenance of trust and respective database administration
- Ensure statutory filings within applicable deadlines
- Co-ordination of meetings; hold and take minutes for meetings
- Oversight and first review of various (which sometimes complex) transaction documentation
- Oversight of the collation of due diligence and customer take on procedures
- Maintain and monitor task list to ensure completion on a timely basis
- Assisting with the drafting of internal documents
- 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
- 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
- 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
- Review of client financial statements
- 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.
- Managing performance of direct reports through the performance management process, including performance review meetings and objective setting
Expected skills / experience.
- Minimum 5 years’ experience in the finance industry
- Holding relevant and recognised professional qualification in line with Table 5 requirements
- Working towards a professional Table 4 qualification such as ICSA or equivalent
- Ability to delegate and oversee others
- Excellent interpersonal and communication skills
- Ability to motivate others and to lead others by example
- Significant understanding of financial statements and company secretary responsibilities
- Ability to develop and coach others on a one to one and group basis
- An in depth understanding of Jersey statutory laws and other related legal and regulatory requirements and legislation
- An understanding of cash management processes and systems
- An understanding of reports, procedure manuals and performance measurement reports at client level