Manage client portfolios, ensure compliance, oversee billing, support juniors, meet deadlines, and uphold risk and AML policies efficiently.
Location:
Jersey
Jersey
How to apply:
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
The role holder will be required to administer a client portfolio, under the supervision of a Line Manager. They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.
Responsbilities Include:
- Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
- Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
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