The role involves ensuring accurate delivery of client servicing tasks in line with policies, procedures, and regulations
Job Summary
The role involves ensuring accurate delivery of client servicing tasks in line with policies, procedures, and regulations.
Candidates will support clients by maintaining up-to-date databases and capturing relevant transactions within the appropriate systems.
The position requires conducting administrative and client risk reviews on existing trust and company structures while complying with internal audit standards.
Matching Summary
The role involves ensuring accurate delivery of client servicing tasks in line with policies, procedures, and regulations.
Skills & Requirements
Must-have
Trust and company structures experience
Jersey regulated T&CS client activity
Database and core record maintenance
Client risk review execution
Internal control and audit compliance
Nice-to-have
Ability to work under pressure
Strong interpersonal communication skills
Self-motivated with quick learning ability
Detail-oriented in fast-paced environment
Proactive client support approach
Key Requirements
Minimum 2 years independent portfolio handling
At least 2 years trust administration experience
Experience with Jersey regulated T&CS structures
Partly or fully qualified ICSA or Degree in Management, Law, Finance