Officer, Client Support, New Business

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in Jersey is seeking an enthusiastic Officer to join their New Business Team. This full-time position involves assisting with onboarding processes for wealth structures and ensuring compliance with regulatory obligations. The ideal candidate should have experience in fiduciary business and a strong eye for detail. Join a supportive environment that fosters growth and development for a dynamic career.

Benefits

Continual professional development

Local social events

Supportive environment

Qualifications

• Experience in a fiduciary business with a good understanding of structures.
• Familiarity with CDD policies and procedures.
• Knowledge of trust and company law, as well as AML requirements.

Responsibilities

• Provide high-quality service to clients and stakeholders.
• Liaise with clients to obtain necessary documentation.
• Review and approve Client Due Diligence to meet obligations.

Skills

Experience in fiduciary business

Familiarity with CDD policies

Knowledge of trust and company law

Proficiency in Excel

Strong attention to detail

Job description

Overview

Our client is seeking an enthusiastic and detail-oriented Officer to join their New Business Team, based in Jersey. This full-time position will play a critical role in assisting Active Wealth and Funds with their onboarding processes. The successful candidate will be paramount in ensuring the efficient setup of a wide range of wealth structures while delivering first-class service to clients, client directors, and administration teams.

Responsibilities

• Provide high-quality service to clients and internal stakeholders, ensuring smooth onboarding of wealth structures.
• Liaise directly with clients to obtain necessary documentation and information promptly.
• Assist Active Wealth Administration Teams with the closing of client structures.
• Review and approve Client Due Diligence (CDD) to meet regulatory obligations.
• Review FATCA/CRS Self Certification Forms and ensure accuracy and compliance.
• Maintain high standards and meet committed deadlines consistently.
• Identify and mitigate risks across responsibilities.
• Accurately record time and submit timesheets in a timely manner to support administrative teams.

Qualifications

• Experience within a fiduciary business with a good understanding of structures.
• Familiarity with CDD policies and procedures, ensuring regulatory compliance in documentation.
• Knowledge of trust and company law, as well as AML requirements.
• Proficiency in Excel and familiar with current administration systems.
• A strong eye for detail and meticulous in task execution.

What YouLove

Joining our client means becoming part of an entrepreneurial culture that values growth, collaboration, and the pursuit of excellence. You will have access to continual professional development, local social events, and a supportive environment that encourages you to invest in your skills and advance your career. If you are ready to contribute to a dynamic team and help clients achieve their ambitions, this could be the perfect opportunity for you.

Interested?

Register today, confidentially, with one of our friendly and dedicated recruitment specialists.