Officer, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing financial services firm is seeking a dedicated Officer to join their Private Wealth team in Jersey. The role entails managing trust administration tasks, collaborating with senior staff, and ensuring compliance with high-quality service standards. Candidates should have at least two years of experience in trust administration and strong analytical skills. Flexible working and a comprehensive remuneration package are offered, promoting a balanced work-life.

Benefits

Comprehensive remuneration package

Flexible working

Commitment to sustainability

Qualifications

• Minimum of two years' experience in trust administration.
• Strong analytical thinking and excellent organisational skills.
• Effective communication skills in writing and conversation.

Responsibilities

• Manage trust administration tasks with accuracy and efficiency.
• Collaborate with senior officers and team members.
• Assist with various projects and maintain meticulous records.

Skills

Analytical thinking

Organisational skills

Effective communication

Attention to detail

Proficient in Microsoft Office

Job description

Overview

Our client is seeking a dedicated and detail-oriented Officer to join their growing Private Wealth team based in Jersey. This role supports a diverse international client base, ensuring high-quality trust administration services. The Officer collaborates with senior officers and team members, embodies the Group's values, and aims to exceed client expectations through operational excellence and proactive communication. The Officer also participates in compliance and risk management, adhering to procedures and seeking improvements.

Responsibilities

• Manage trust administration tasks with accuracy and efficiency, delivering high-quality financial services.
• Collaborate effectively with senior officers and team members in the administration of private client portfolios.
• Assist with various projects while maintaining meticulous records and documentation for clients.
• Uphold the Group\'s values by aiming to exceed client expectations and ensuring service quality.
• Engage in ongoing professional development, ensuring technical knowledge remains current.
• Actively participate in compliance and risk awareness, addressing queries and escalations as necessary.

Qualifications

• A minimum of two years\' experience in trust administration.
• Strong analytical thinking and excellent organisational skills with a keen attention to detail.
• Effective communication skills in writing and conversation, with the ability to thrive in a collaborative team environment.
• Ability to manage competing priorities and meet tight deadlines without compromising service quality.
• Proficient in Microsoft Office applications, particularly Excel, Outlook, and Word.
• Familiarity with Jersey\'s finance industry and fiduciary duties.

What You\'ll Love

Our client offers a comprehensive remuneration package that considers market rates and commensurates with qualifications and experience. The organisation supports flexible working to promote a balanced work-life blend. With a commitment to sustainability, inclusion, and development, this position not only provides a fulfilling career path, but also the opportunity to contribute meaningfully to both community and environment.

Interested?

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