• Job Reference: 7119
  • Date Posted: 11 May 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

An exciting opportunity co-ordinating team workflow and managing non-standard member recommendations including loan, distribution, investment, and complex reviews; provide execution and trustee review preparation; provide support to Trustees and Management Team; assisting HNW participants with portfolio of high value, blue chip clients; act as secondary point of contact for HNW participants; develop existing and potential client relationships by ensuring excellent service; handling distribution and investment requests; acting as first escalation for general team enquiries; workflow monitoring and ticket reviews; receiving correspondence and ensuring action is taken in accordance with timetable; liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place; assisting with client and participant queries; documenting trustee decision making; assisting with preparation of documents for legal and tax review; adhering to Risk & Compliance procedures for AML legislation.
Preferred but not essential is a professional qualification (ACCA/ICSA/STEP); must have excellent communication skills; high attention to detail; able to see tasks through to the end; able to work to tight deadlines.
Five years continuous residence in Jersey required.