The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Assistant Manager – Private Clients & Family Office
Role Location: Jersey, Channel Islands
Department: Private Clients & Family Office
Employment Type: Permanent, Full Time
The Role & Key Responsibilities:
To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.
Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager & Director responsible.
Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team. To actively support the Manager in the training and development of the team to build and develop their knowledge and enhance their career and promotion prospects.
As with any role level with in our business, we are dedicated to the development of all our staff.
Assist with the mentoring, development and coaching of team members and providing feedback to the Manager;
Where relevant support the Manager with the delegation of work whilst retaining responsibility, giving clear instructions, timeframes and providing feedback;
Encourage a ‘can do’ positive approach, giving constructive feedback and guidance and encouraging open communication within the team;
Maintain accurate reports of time spent on time billing modules, on a daily basis;
Work effectively and efficiently, and ensure all time charged is reasonable and justified; guide and encourage other team members to do the same;
Meet centrally defined, chargeable time requirements and any other specific targets;
Develop strong client relationships and ensure, within own portfolio, the correct work has been billed for, and work with the Manager responsible to raise fee notes on a timely basis;
Ensure knowledge of and compliance with Apex’s policies and procedures as amended from time to time.
Maintain a clear understanding of the risks involved in all business activities carried out with respect to the client base and escalate anything as per Apex’s guidelines and policies;
Demonstrate an excellent understanding of the relevant legal and regulatory requirements, commensurate with responsibilities. In an open and supportive manner, ensure that all breaches/incidents identified in relation to service delivery are reported to the Manager, recorded and agreed actions are properly implemented;
Contribute to the production and maintenance of operating procedures for all the entities administered using the Company approved formats, acting as a champion for the introduction of new processes;
Ensure all company / trust / partnership / foundation records and statutory registers are properly maintained and updated on a timely basis in the relevant systems, including preparation of letters, minutes or any other documents;
Accurately draft, prepare and review relevant documentation (e.g. compliance files,…