Location
St Helier Jersey

Type
Permanent vacancy
Reference
18015
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Associate, Relationship Manager

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The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Management Directors Trustees and / Senior Associates.

Responsibilities will include:

Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
Client take on and entity formation/termination;
Assist with KYC/CDD information collation and system input for client take on
Formation of trusts, companies and foundations in any jurisdiction
Termination of trusts, companies and foundations in any jurisdiction

Skills and experience required:

Some experience in the offshore and onshore financial services industry
Advanced Microsoft Excel and Word plus basic PowerPoint skills
Good numeracy skills and a good commercial awareness

For further information please call Katie on 707816 or email katie@excel-recruitment.com
If you are looking for new jobs in Jersey, contact us on 01534 707800 or email hello@excel-recruitment.com.