Responsibilities:

Ensure client accounts are administered in accordance with their legal documents and statutory regulations;
Maintain standards of service consistent with a premier Private Bank whilst protecting the Bank’s interest.
Assume responsibility in administering, under supervision, a range of high value Executive Benefit Services clients with a variety of needs, carrying out a variety of banking, investment and financial transactions within agreed timescales. 
Assist with the completion of corporate and trust activities such as changes to client details, distributions and share transaction activity;
Drafting of correspondence, trustee minutes and telephone reports, advising management of any issues and areas of concern;
Assist with the review of financial accounts provided by internal and external accountants and where appropriate liaise with auditors;
Ensure prompt fee invoicing, collection of fees and bookkeeping;
Set up of new clients records, diaries and spreadsheet databases;
Provide support in times of need and assistance in reporting and cover in absence of other team members.
Assist with the annual review of client information by researching client files and documentation to ensure correctness, amend any discrepancies whilst ensuring compliance with department procedures and legal documents within agreed timescales;
Authorise cash payments, FX’s and security transactions in accordance with procedures for restricted ‘A’ limit;
Maintain personal competence and training to meet requirements of Jersey legislation, Group Financial Services Audit and Group Private Banking standards;
Provide a professional and high standard of service to clients and group colleagues;

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Or Contact Loraine on 01534 832463 Alternatively send your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

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