Senior Administrator - Client Review

  • Job Reference: 8376
  • Date Posted: 21 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will complete periodic reviews in respect of Family Office Services (“FOS”) clients. All tasks to be carried out efficiently and effectively, in accordance with the company' procedures.
Key Result Areas • Completion of periodic reviews across the FOS business in line with the Companys' standards, procedures and guidelines.• Completing NavOne workflows to correctly record the periodic review.• Tracking and reporting on workload against targets.• Liaising with the Jersey client teams to ensure all prechecks are complete and to seek additional information where required.
Qualifications

Table 5 Qualification
Sound academic background

Experience

4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio of private/family office clients
Experience in a broad range of structures and/or asset classes
Experience of carrying out periodic reviews
Experience in undertaking client due diligence reviews

Knowledge

Working knowledge of Microsoft Office
Good knowledge and understanding of current local finance industry legislation, regulatory requirements & working practices
Understanding of client financial statements
Working knowledge of the AML / CFT Handbook