- Job Reference: 7178
- Date Posted: 31 December 2022
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
This exciting role involves close interaction with internal and external contacts, duties involve client take on and entity formation/termination; assist with KYC/CDD information collation and system input for client take on; formation and termination of trusts, companies and foundations in any jurisdiction; assist with transfers in/out of entities from/to other fiduciary providers; assist in client meeting preparations; handling documentation and resolutions with regard to transactions and restructures; drafting resolutions relating to payments and settlements; assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation and property transaction documents; preparation of Payment request, Investment Recommendation and Bank Account Opening forms; supporting management of compliance issues and maintenance of records; assisting with projects and investment reviews; liaising with accountants; ensuring documents correctly filed and systems updated.
Candidate will be educated to undergraduate qualified level with some experience in offshore and/or onshore financial services industry; advanced MS Excel and Word; basic MS PowerPoint; sold administration experience; good numeracy skills and a good commercial awareness; well organised and able to plan ahead; good team player; strong communicator and presenter; committed to excellent client service; accurate; attention to detail; proactive; works on own initiative.
Five years continuous residence in Jersey required.