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Officer - Private Wealth

Purpose of the role:

Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.

Responsibilities:

  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio
  • Assist senior members of the Team where required

Skills required:

  • Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry in Jersey
  • Minimum of 2 years’ Trust experience
 

Private Client

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