Client Officer/Senior Client Officer - EES
- Job Reference: 6663
- Date Posted: 20 May 2022
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
Two candidates sought to provide trust and company admin services to meet client expectations, administering allocated portfolio of pension trusts for HNWI and employee trust structures. Duties involve helping to manage, train, mentor, develop and coach team; deputising in Manager's absence; acting as focal point for admin and technical queries; maintain reports of time spent on time billing modules; meet chargeable time requirements and other specific targets; develop strong client relationships; maintain clear understanding of risks; report weaknesses/incidents in relation to service delivery and act on; contribute to production and maintenance of operating procedures; maintain and update records and statutory registers; prepare and review compliance files, minutes and forms for JFSC and systems for entity set up/closure; organise, prepare for, attend and minute trustee/board meetings; prepare annual and regulatory returns; complete and manage clearance of client and investment reviews using checklists; produce and distribute client reports, accounts and investor information; generate and check banking instructions; be aware of cross-selling opportunities.Candidate will hold/be working towards JFSC recognised professional qualification; good understanding of relevant tax issues and trust and company admin; previous experience of working within trust and company business; ability to present ideas in user-friendly, business-friendly and technical language; self-motivated; proven analytical and problem-solving abilities; ability to effectively prioritise and multi-task; exceptional communication, organisational, delegation, admin, coaching and customer service skills; experience in team-oriented environment; ability to use initiative, work to deadlines and manage time; ability to identify procedural improvements; good knowledge of MS Word, Excel, Outlook; quick to learn new systems; attention to detail and accuracy. Candidate with private client experience looking for a change to corporate trust is the ideal scenario.
Five years continuous residence in Jersey required.