Job Description

ROLE OVERVIEW

PURPOSE OF JOB

The role holder will be required to support the business's client portfolios, under the supervision of a Manager or given Line Manager. They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, GFSC rules, regulations and Guernsey Company Law, and contractual and statutory obligations, reviewing company agreements and assisting their Line Manager to ensure delivery of efficient project management.

MAIN RESPONSIBILITIES AND DUTIES

Support the business in the on boarding of new clients and entities and assist with projects for existing clients within the timescales set and agreed, ensuring monitoring of and completion of project plans, creation and maintenance of entity structure charts. Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation regarding on-boarding of new clients and entities and any trigger events. Ensure invoices are raised and monitor the cash collection process in relation to projects. Monitoring the inbox for the Client Solutions team and where relevant allocating tasks to team members. Arranging meetings for client business acceptance, general purpose committee meetings as required and any ad-hoc client requirements. Assisting the team to ensure the document management system and database is up to date by completion of entity profiles, periodic review of information and ensure completion of Entity Closedown or Transfer process for outgoing clients. Assistance in the completion of all periodic reviews as required (i.e. Periodic Entity Reviews, PEP Reviews etc). Review entity board minutes, ensuring they reflect the resolutions required for the entity projects. Review of scheme documentation for new and existing clients, assist with the review of agreements. Awareness and adherence to contractual and statutory obligations under the Group's policies, procedures and guidelines, including the Group's core values and expected behaviours. Adhere to CPD requirements in accordance with qualification level and in-house procedures. Adhere to the JTC core values and expected behaviours. Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

Relevant tertiary qualification. 2-3 years relevant experience in a similar role in financial services. * Excellent communication skills, written and verbal.