Manage client portfolios, ensure compliance, oversee billing, support juniors, meet deadlines, and uphold risk and AML policies efficiently.
Jersey
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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