Client Onboarding & Operations Officer

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.