Officer - Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking a competent candidate for Trust administration tasks, supporting an international client base. This role offers a chance to develop your understanding of finance and contribute to compliance efforts. Ideal candidates will have ICSA/STEP qualifications and a solid background in Trust administration, with strong interpersonal skills and the ability to thrive under pressure.

Qualifications

• Working towards ICSA/STEP qualification; ideally, a professional institute member.
• At least 2 years of Trust experience.
• Good team player with initiative.

Responsibilities

• Assist with projects and compliance queries while maintaining client records.
• Highlight risk issues and report suspicious transactions or complaints.
• Develop a technical understanding of legal and regulatory requirements.

Skills

Analytical

Interpersonal

Organizational

Attention to detail

Flexibility

Education

ICSA/STEP qualification

Tools

MS Excel

MS Outlook

MS Word

Job description

This is a great opportunity to perform a wide variety of Trust administration tasks to support an ever-growing and diversified international client base, providing high-quality service and developing knowledge of products and services. Responsibilities include assisting with projects, following procedures, responding to compliance queries, highlighting risk issues, maintaining client records, and being aware of risk and reporting suspicious transactions or complaints. The role also involves developing a technical understanding of legal and regulatory requirements.

Candidate requirements:

• Working towards ICSA/STEP qualification; ideally a professional institute member
• Strong influencing, interpersonal, analytical, numerical, and organizational skills
• Flexible and self-motivated
• Good team player with initiative
• Knowledge of Jersey finance industry
• At least 2 years of Trust experience
• Ability to prioritize and multi-task
• Ability to work under pressure and within tight deadlines
• Attention to detail
• Understanding of Fiduciary duties
• Good knowledge of MS Excel, Outlook, and Word

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