Full Description

This role will be responsible for the effective and efficient administration of a portfolio of structures of varying complexity, dealing with clients and intermediaries on a daily basis.

Whilst you will have a portfolio of your own, you will also work within a small team overseeing a number of structures for one specific client.

Responsibilities include:

• Ensure that all administration and client services issues are attended to in accordance with the companys procedures manual in force at any given time and relevant client agreements and other documents
• Attendance in meetings, as required, with clients and/or their advisers, always with the support of a Manager, and the development of the relationships with them
• Undertake transactions as delegated
• Ensure that all KYC and Due Diligence is collected from clients and other 3rd parties and considered in accordance with the procedures manual
• Work with the Assistant Manager (and Senior Manager, as applicable) in conducting annual fee reviews for your clients.

You must be able to work on your own initiative but also thrive in working in a team environment. You will also demonstrate a sound knowledge and understanding of the regulatory framework and associated due diligence and AML requirements.

For more information, get in touch,

For more information please visit https://careers.asl-jersey.co.uk/careers/job/34232.

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