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General Information

Job ID
30998
Location
St Helier, Jersey
Work Types
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!