Itchyfeet has a new permanent opportunity for a candidate to complete periodic reviews in respect of our client’s Family Office services. You will complete NavOne workflows to correctly record the reviews, track and record on workload against targets and liaise with the Jersey client teams to ensure all prechecks are complete and to seek additional information where required. The successful candidate will hold a Table 5 qualification, have a sound academic background and 4 years’ relevant industry administration experience with at least 3 years’ experience in running your own portfolio of private/family office clients. You will also have experience in undertaking periodic and CDD reviews and have good knowledge of the current local finance industry.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email firstname.lastname@example.org or by calling 01534 729996, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.