Senior Officer, Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a leading firm in the private wealth sector as a Senior Officer, where you'll administer international client structures and ensure compliance while developing your technical skills. This full-time role in Jersey offers a dynamic and supportive work environment, focused on exceptional client services.

Qualifications

• Minimum of 5 years' trust administration experience.
• Familiarity with Jersey's financial services legislation.
• Evidence of continued professional development.

Responsibilities

• Perform trust and corporate administration tasks.
• Support daily administration of private wealth portfolios.
• Ensure compliance with internal and regulatory policies.

Skills

Client Service

Risk Management

Attention to Detail

Organisational Skills

Communication

Education

ICSA or STEP Diploma

Professional Qualification

Tools

Microsoft Office

Job description

Our client is seeking a Senior Officer to join their Private Wealth division on a full-time, permanent basis based in Jersey. This position offers a broad and varied role administering international private client structures. You will work closely with senior management to deliver a high standard of trust and corporate administration services, ensuring compliance, risk management, and client satisfaction. Occasional travel to client or other office locations may be required.

Job Duties:

• Perform a wide range of trust and corporate administration tasks to a high standard and within set deadlines
• Support senior management in the daily administration of private wealth client portfolios
• Attend and minute client meetings, deputising for management when required
• Maintain proper and orderly client records and assist with project work as required
• Understand and interpret legal documents relating to trust and company structures
• Maintain a working knowledge of tax, legal, and regulatory matters affecting trust company business in Jersey and other relevant jurisdictions
• Collaborate with team members to ensure all administrative tasks are delivered efficiently and in line with policies and procedures
• Provide technical guidance and support to junior staff, sharing knowledge and best practices
• Proactively identify and address potential risks and escalate matters where appropriate
• Contribute to the achievement of team debtor targets and other performance metrics
• Deliver exceptional client service, responding to correspondence promptly and professionally
• Develop and maintain strong relationships with clients and intermediaries, identifying opportunities to enhance client retention and service offering
• Ensure compliance with internal controls, policies, procedures, and regulatory requirements
• Monitor and contribute to continual process improvement and operational effectiveness
• Support the maintenance of CPD and ensure ongoing professional and technical development
• Actively promote a client-focused and collaborative culture within the team

Job Requirements:

• ICSA or STEP Diploma qualified or other relevant professional qualification
• Member of a relevant professional institute
• Evidence of continued professional development
• Minimum of 5 years' trust administration experience
• Sound understanding of fiduciary duties and responsibilities
• Familiarity with Jersey's financial services legislation and trust company regulations
• Knowledge of industry best practices in trust and company administration
• Good understanding of taxation principles affecting trusts and structures
• Excellent written and verbal communication skills
• Strong organisational and time management abilities
• High level of accuracy and attention to detail
• Good analytical and numerical skills
• Ability to multitask and meet deadlines in a high-pressure environment
• Self-motivated with a professional and methodical approach to work
• Strong interpersonal skills and a collaborative team player
• Competent in Microsoft Office applications, including Word, Excel, and Outlook

What You'll Love:

This is an exciting opportunity to join a client-focused firm with a strong reputation in the private wealth sector. You will work alongside knowledgeable professionals, gain exposure to complex structures, and develop your technical skills while enjoying a supportive and progressive working environment.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here