Officer, Client Support, New Business

Our client is seeking an enthusiastic and detail-oriented Officer to join their New Business Team, based in Jersey. This full-time position will play a critical role in assisting Active Wealth and Funds with their onboarding processes. The successful candidate will be paramount in ensuring the efficient setup of a wide range of wealth structures while delivering first-class service to clients, client directors, and administration teams.

Job Duties:

• Provide high-quality service to clients and internal stakeholders, ensuring smooth onboarding of wealth structures.
• Liaise directly with clients to obtain necessary documentation and information promptly.
• Assist Active Wealth Administration Teams with the closing of client structures.
• Review and approve Client Due Diligence (CDD) to meet regulatory obligations.
• Review FATCA/CRS Self Certification Forms and ensure accuracy and compliance.
• Maintain high standards and meet committed deadlines consistently.
• Identify and mitigate risks across responsibilities.
• Accurately record time and submit timesheets in a timely manner to support administrative teams.

Job Requirements:

• Experience within a fiduciary business with a good understanding of structures.
• Familiarity with CDD policies and procedures, ensuring regulatory compliance in documentation.
• Knowledge of trust and company law, as well as AML requirements.
• Proficiency in Excel and familiar with current administration systems.
• A strong eye for detail and meticulous in task execution.

What You’ll Love:
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Joining our client means becoming part of an entrepreneurial culture that values growth, collaboration, and the pursuit of excellence. You will have access to continual professional development, local social events, and a supportive environment that encourages you to invest in your skills and advance your career. If you are ready to contribute to a dynamic team and help clients achieve their ambitions, this could be the perfect opportunity for you.

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