Senior Associate - Private Clients
Trust & Company Administration
Purpose of the role:
This role involves administering a varied portfolio of complex clients whilestdemonstrating commercial acumen and ensuring excellent client service delivery at all times.
Liaising with clients and intermediaries in relation to a variety of transactions
Drafting company minutes, trustee resolutions and managing standard correspondence
Maintaining client records, conducting annual reviews and assisting to ensure compliance with legal and regulatory requirements
Act as a key support to the team leader and provide assistance with managing the team on a day-to-day basis
You will be an enthusiastic individual who demonstrates a passion for client service delivery and has a willingness to mentor and train junior members of the team
Previous experience in a similar role within the CSP industry is essential as well as the ability to demonstrate excellent technical knowledge
Holding or working towards a relevant industry qualification such as STEP or ICSA is desirable
The ability to demonstrate knowledge of a variety of tax compliance and tax structuring would be advantageous
Excellent organisational, verbal, and written communication skills are required.
Previous knowledge of Microsoft Navision is advantageous but not essential as full training will be given
For more information please visit https://jobs.axalleine.je/job/senior-associate-private-clients-405.aspx.
« Return to Adverts