Wealth Administrator - Jersey

  • Job Reference: 24901
  • Date Posted: 25 November 2022
  • Website: https://itchyfeetoffshore.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services, Call Centre / Customer Service
  • Job Type: Permanent

Job Description

A fantastic opportunity has arisen for a Wealth Administrator to join our client's team, on a permanent full-time basis, to provide administrative support to one or more wealth advisers, providing excellence in client servicing and ensuring records are updated in an accurate and timely manner. Typical duties include but are not limited to processing work in a timely and efficient manner, CDD checks, account opening, carrying out tax-free cash and annuity equivalent income calculations and covering for reception in the receptionists' absence. This role will suit someone with 5+years' financial services administration experience who holds a relevant investment, pension or protection qualification. You will be excellent at client servicing, have exceptional accuracy and attention to detail, be strongly IT literate and willing to learn new technology platforms.

If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email  team@itchyfeet.je  or by calling  01534 729996 , alternatively you can submit your CV to our team by  clicking here .  Please feel assured that all enquiries will be treated with the utmost discretion.