Purpose of the role:
You’ll play a key role in a Funds and Institutional team, creating value and making a difference to a fast-paced organisation.
Responsibilities:
- Liaising with clients and intermediaries
- Attendance at Board meetings
- Preparation of Board packs and minutes
- Assisting with review and collation of CDD/KYC for new clients and investors
- Working on acquisition and disposal of assets
- Calling and distributing money to investors
- Statutory reporting
- Review of payments whilst adhering to company procedures
- Delivery of KPI’s
- Management of internal reporting requirements, including annual reviews; work in relation to FATCA/CRS reporting and supervision of more junior team members
Skills required:
- The right to live and work in Jersey
- Relevant experience within a very similar role
- Preferably ICSA qualified or working towards ICSA or other relevant qualification
- Good working knowledge of Microsoft packages including Excel, Outlook and Word
- Excellent knowledge of the Finance Industry in Jersey