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Administrator, Private Wealth

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 32968

Description

Our client seeks the ideal candidate to assist in managing portfolio of private wealth clients covering various trust structures, and become technical expert on client structures and regulatory requirements.  He/she will be innovative on improving efficiency of tasks; drive personal development using internal resources; maintain and update client records and documents; establish good client and working relationships; liaise regularly with clients; produce and submit statutory returns; assist in opening bank accounts and processing payments; accurately record all time spent on client matters to ensure clients correctly invoiced; maintain safe custody duplication, bank statements and protector consent records.

Requirements are experience in similar role; hold/studying towards ICSA/STEP/equivalent; able to work on initiative and independently; proactive and forward thinking; strong academic background; broad understanding of fiduciary product range offered.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Administrator, Private Wealth

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