Job ID
32247
Location
St Helier, Jersey
Work Types
Full Time, Permanent
Categories
Administration, Management, Private Equity and Real Estate, Private Wealth
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About TMF Group
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in 87 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success
Discover the Role
To provide a high-quality administrative service to a complex portfolio of Private Wealth and Real Estate structures with timeliness and efficiency. To manage a team in Jersey. Contribute towards the operational strategies, financial planning, and development of those structures. To contribute to team and business wide projects.
Key Responsibilities
Manage a team and portfolio of complex structures with timeliness and efficiency
Ensure the provision of an efficient and quality service, liaising with clients, agencies and professional advisers as required in accordance with legislation
Ensure that new client business allocated to the job holder is thoroughly researched and that the client's requirements are understood
Ensure portfolios are administered in compliance with policies and procedures as set down in the company procedures manual
Attend meetings with clients and professional intermediaries, both locally and in other locations as necessary
Oversee the incoming and outgoing workflow of the team, productivity and debtors as directed
Provide technical assistance to the administrators within the team
Good understanding of TMF Group and its products and services
Demonstrate an awareness of risk management
Meet productivity target and input timesheet daily
Control debtors to the level determined by Line Manager
Category "B" signatory, or Category "A" where required. Develop existing client and intermediary relations including seeking opportunities for cross-selling TMG Group products and services
Will delegate work across the team as appropriate
Will share knowledge to ensure targets are met
Key Requirements
Minimum Category "B" employee
Has 3 years relevant experience, and holds a "Table 4" professional qualification as defined by the JFSC, OR
Has 5 years relevant experience and holds a "Table 5" professional qualification as defined by the JFSC
Demonstrable experience in a management role and sound people management experience
Expertise in all MS Office packages
Fluent in both written and spoken English
Will generate ideas for improvement based on past experience
Is aware of client contracts and what is W.I.P/'Out of Scope'
Identifies and promotes opportunities to share knowledge
Strives for high standards of delivery to clients
Records their time accurately and within deadline, in addition to approving time for others
Responsible for debt collection and negotiation of fees with clients in their area of accountability
Communicates (verbally and through written work) information in a clear and concise manner.
Will manage stakeholders' expectations with regards to delivery, escalating concerns as appropriate.
Acts with integrity
Trustworthy team member who considers those around them
Ability to handle issues, provide flexible options and recommendations, escalates as appropriate
Competencies
Operation Excellence:
Demonstrates the ability to make decisions based on insight and knowledge that impact the immediate team
Accountable for ensuring high standards of delivery to clients
Actively engages with customer to understand needs and will place a high priority on client service and satisfaction
Prioritizes clients' issues and address them accordingly
Will keep up to date with business trends/ changes in law that will impact their role
Commercial Awareness:
Understands TMF Groups' business lines and any relevant local regulatory requirements
Has a good understanding of how TMF is structured
Be able to demonstrate the impact of own actions on immediate team
Leadership and Resource Management:
Plans, coordinates and manages internal and external resources to deliver results in a timely, accurate and professional manner
Will share knowledge to ensure team targets are met
Informally manages expectations of more senior colleagues regularly
Interpersonal Skills:
Manages internal and external stakeholders' expectations with regards to delivery, escalating concerns as appropriate
Is able to deal with conflict in a controlled manner and persuade other 'Executive' level staff
Builds credibility across all stakeholder groups
Able to engage with individuals all areas of an organisation on area of specialism
Client Excellence:
Manages expectations so clients always feel valued
Proactive in identifying opportunities and seeking solutions
Ensures relevant information is obtained and shared as needed
Takes responsibility for delivering superior products and services
Implements improvements to client service
Compliance:
Acts with the highest level of integrity at all times
Act in the best interests of TMF (taking into account the interests of TMF customers, where appropriate)
Act in a professional manner and produce accurate and timely work product
Will be clear, open and transparent in your communications with TMF colleagues and customers
Promptly report any issues (or possible issues) you identify to your manager (or an appropriate member of the senior management team) for consideration and resolution
Never make any statement that is misleading, false or deceptive
What's in it for you?
26.5 holidays - rising scale based on completed years' service
Private Medical insurance for self & family - which includes GP visits
Defined contribution non-contributory pension with 10% employer contribution with the option of putting 5% into a savings plan
Permanent Health Insurance
Death in Service (Life Assurance)
Critical Illness
Discretionary performance related bonus (which is linked to Company and individual's performance)
Non - contributory social club
Working from Home Scheme Contribution - All permanent staff can claim up to 400 over a 4 year cycle (contribution of 100 a year) towards an office desk, chair, etc.
Fitness Club membership - 300 per year (receipts based)
Access to the Global Business Academy suite of training
Access to Go Fluent Language Learning
The opportunity to participate and get involved in activities relating to Social / ESG / CSR / D&I / Wellbeing
We're looking forward to getting to know you!
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