Administrator - Employer Solutions

☞ Thomas & Dessain

View: 109

Update day: 01-06-2024

Location: Neath Wales

Category: IT - Software

Industry: Staffing Recruiting

Position: Associate

Job type: Full-time

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Job content

Description

An exciting opportunity has arisen to co-ordinate and manage non-standard member recommendations including loan, distribution, investment, and complex reviews whilst delivering a bespoke service to high net worth participants and prepare execution and trustee reviews; support Trustees and Management Team; assist RMs; act as secondary point of contact for HNW participants; help develop strong working relationships; handle distribution and investment requests; assist with client and participant queries; document trustee and director decision making; build required knowledge of plan structures; source legal and tax advice; maintain accurate and up to date records of client entities.

Candidate must have excellent communication skills and high attention to detail; be able to see tasks through to the end; able to work to tight deadlines.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy
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Deadline: 16-07-2024

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