Assistant Client Officer (Private Clients)

  • Job Reference: 7487
  • Date Posted: 16 June 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Postholder will carry out a range of client administration activities under supervision, assisting with management of caseloads and client enquiries;assist administrator in monitoring work in progress and Key Performance Indicators; assist in training of/work with less experienced colleagues; develop knowledge of WIP and KPIs and of billing process and assisting with fee quotes; help with photocopying, scanning and filing; undertake post reviews on a rotational basis for classification, scanning andreviewing outstanding documents report and ensuring accurate dating of documentation; assist with routine bookkeeping; preparation of draft trustee minutes and documentation to assist with trustee approval process; aim to improve procedures and controls; record time spent on different client matters accurately via Navision; ensure database maintained and updated; collate supporting documentation and prepare annual financial statements; assist administrators with investment based work; prepare payments; assist with client transactions; ensure bank reconciliations undertaken regularly.
Candidate will have good academic record with at least 5 GCSEs grade 5-9 (A-C) or above including English and Mathematics; good organisation and time management skills; attention to detail.
Five years continuous residence in Jersey required.