Senior Officer, Private Wealth

Guernsey and Alderney - Remote
⚖️ Finance & Legal🟣 Senior

Job description

Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

Job Description

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
  • Act as a role model and demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio

Qualifications

  • Professional qualification  would be desirable (ie STEP)
  • Knowledge of the finance industry in Guernsey
  • Strong career background in trust administration
  • Evidence of continued professional development

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

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