Assistant Client Officer, Private Clients

Jersey
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KEY RESPONSIBILITIES:

  • Assist Client Officers / Senior Client Officers with the management of their case loads
  • Assist Administrators with routine client enquiries and administration
  • Assist in the training of and work with less experienced colleagues
  • Develop a knowledge of the billing process and assist the administrator on fee quotes as required
  • Undertake post reviews on a rotational basis for classification, scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis
  • Assist administrators with routine bookkeeping, ensuring that it is completed in a timely and accurate manner
  • Ensure database is maintained and updated accordingly
  • To assist administrators with investment based work
  • Prepare payments
  • Assist Client Officer / Senior Client Officer with client transactions
  • Ensure bookkeeping is undertaken as per procedures
  • Ensure that bank reconciliations are undertaken within 30 days of month end

QUALIFICATIONS AND EXPERIENCE:

  • A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics

 SKILLS & ATTRIBUTES:

  • Good organisation and time management skills
  • Attention to detail
Permanent
132 days ago
Job Title
Assistant Client Officer, Private Clients
Reference
103
Job Category
Other
Job Location
Jersey
Job Salary
Negotiable
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