If you are looking for a change and a varied and a dynamic role to progress in the Trust environment you could be the person we are looking for!!
Jersey
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
The postholder will adhere to KPIs and undertake client/structure data management, ensuring accuracy of core data; gathering and progressing documentation in relation to bank account opening; payment processing; adhering to rules around AML, sanctions and CFT; ensuring documents created are filed electronically and/or physically fully in line with house records management policy and using technology; accurate recording of time and meeting utilisation targets for accurate invoicing; group project work.
Candidate will have degree and A Levels, be studying towards ICSA/STEP; strong interpersonal skills; collaborative team player; good awareness of KYC, AML, CFT and GDPR requirements, document management principles, core MS Office applications and Nav One.
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Direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients.