Purpose of the role:
You will be required to complete periodic reviews on behalf of Corporate, Real Estate and Fund clients within the Jersey Institutional business.
Responsibilities:
- Conducting statutory periodic reviews on institutional clients
- Perform risk assessment on institutional clients
- All day to-day internal correspondence relating to statutory periodic reviews
- Monitor own pending tray
- Prioritise own workload
- Dealing with matters in a timely manner
- Attending weekly Data Management Team meetings
Skills required:
- 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio, preferably with exposure to corporate clients
- Working knowledge of Microsoft Office
- Manages conflicting and demanding deadlines
- Good knowledge and understanding of current local finance industry legislation, regulatory requirements & working practices