Job title: Client Onboarding & Operations Officer
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Functional Expertise: Compliance & Risk Trust & Corporate
Skills: Guernsey Permanent Trust & Corporate New Business Operations CDD Statutory Returns
Salary type: Annual
Location: Guernsey
Job published: 2025-01-06
Job ID: 45958
Contact name: Marcel Magloire
Phone number: +441481714634
Contact email: marcel.magloire@firstcall.co.gg

Job Description

Do you have several years trust experience and a comprehensive knowledge of fiduciary services?

One of our key clients in Guernsey is seeking a Client Onboarding & Operations Officer to take responsibility for onboarding new business and supporting the operations team.

Responsibilities include:

  • Process new business applications and ensure compliance with due diligence and regulatory requirements.
  • Assist with transferring out or migration of cases and input client data onto company systems.
  • Communicate with potential clients and maintain new business schedules for monthly reports.
  • Support Operations Manager in implementing various projects and relevant filings with registries.

Together with an excellent knowledge of fiduciary administration, you should be able to work independently, be self-motivated as well and committed to business excellence.

If you are keen to develop your fiduciary experience in a flexible and vibrant working environment, then please get in touch with Marcel on 714634 or via info@firstcall.co.gg with your latest CV today.

Apply with indeed
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB