Great opportunity to work on late onboarding stage through full structure lifecycle.
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.
This exciting role involves the following:
- Ensuring data and records in line with policy
- Ensuring KPIs up to date
- Support highly effective fiduciary decision making including case input for discussion
- Building relationships for future referrals
- Helping to meet utilisation and profitability targets; demonstrating appropriate commerciality
- Undertaking appropriate reviews and workflows and sharing learnings with Client Directors
- Seeing risk review actions through to satisfactory resolution, ensuring regulatory filings carried out
- Mentoring; project work.
- Maintenance of technical awareness and market developments.
If you have the following attributes for this role then contact us now!!! - Ability to act independently and team player; 5 - 10 yrs experience serving Corporate clients; good understanding of Employee Benefit Trusts, legislation, investments, property, KYC, AML, CFT, GDPR; proven ability in managing structured finance structures; Nav One and MS Office proficiency; ICSA/STEP/Accountancy/Legal qualification.
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