Assistant Manager - Jersey | Ipes

Assistant Manager - Jersey

Key Responsibilities

  • All work undertaken complies with the Fund’s documentation and relevant regulatory requirements and anti-money laundering regulations
  • Assist the Team Manager in supervision, monitoring and appraisal of the team
  • Follow Company procedure at all times.
  • Promote excellent relationships with clients of the Company.
  • Build effective relationships between individual team members.
  • Motivate and empower the team by building their capabilities.
  • Deputise if required during Line Manager Absences.
  • To assist with the training and development of staff.
  • To provide cover to other sections in times of need.
  • To assist with all aspects of general administration of clients when time frames allow.


  • Co-ordinate and arrange board meetings of General Partners of funds and other companies administered in the team and ensure that all AGM’s, proxies and notices are dispatched in a timely manner.
  • Maintain quality and control of processes and meet deadlines for meetings.
  • Attend board meetings; assist with taking of minutes and presentation of reports.
  • Assist with the smooth running of the Investment, and Call and Distribution process.
  • Attend internal meetings organised with relevant personnel to establish the required tasks and deadlines to be undertaken internally, once investment recommendations have been received
  • Liaise with key personnel in client groups to ensure that all operational issues are communicated effectively.
  • Assist with ensuring all client requests are responded to in a timely fashion.
  • Assist with maintaining on-going review and updating of procedures for the team
  • Ensure the compliance monitoring of the Funds are adhered to by less experienced administrative staff at all times.
  • To manage workloads to ensure that the Company’s required minimum chargeability is maintained.
  • Assist the Fund Accountants with the control and production of management, interim and audited accounts for all the team’s clients.
  • Control and monitor the bookkeeping process.
  • Review the ledgers on a regular basis.

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Assistant Manager - Jersey

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