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General Information

Job ID
35034
Location
St Helier, Jersey
Work Types
Full Time
Categories
Private Wealth


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About TMF Group

TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group’s teams in 125 offices across 87 jurisdictions, covering 92% of world GDP and 95% of FDI inflow.

As we’re a global company with 12,000 colleagues, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.


Discover the Role
The role involves supporting the Line Manager with team oversight and client work, acting as a first point of contact for junior staff and providing cover when required, while independently administering a portfolio of private client and family office structures to a high standard and preparing payments, correspondence, minutes, and investment instructions accurately and efficiently.

Key Responsibilities
  • Actively assists to administer a portfolio of private and family office structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement;
  • Ensure that clients are dealt with in a professional manner;
  • Identify and raise technical issues and potential problems with Line Manager;
  • Undertake a variety of banking, investment and financial transactions within the limits of the role holder’s authority;
  • Attend client meetings and prepare clear and concise meeting notes;
  • Provide technical assistance to the administrators within the team;
  • Meet productivity targets and input timesheet daily;
  • Control debtors to the level determined by Line Manager;
  • Meet CPD target;
  • Develop existing client/intermediary relationships including seeking opportunities for cross-selling TMF Group products and services
  • Strives for high standards of delivery to clients;
  • Has a strong understanding of processes needed to undertake role successfully;
  • Makes informed judgements and decisions based on practice and precedent; decisions will be made within defined limits of authority;
  • May have supervisory responsibilities for work carried out by members of the immediate team; 
  • Organises the use of resources to meet expectations and identifies difficulties;
  • Working with clients, other team members and/or third parties in various locations. 

Key Requirements
  • A minimum 5 GCSEs at C grade and above to include English Language and Math’s, and 3 A-level Qualifications (C or above), or equivalent and/or a Graduate;
  • Will take advantage of learning opportunities to meet needs of current job;
  • Minimum of 24 months’ experience within the Trust/Corporate industry;
  • Ideally studying towards a relevant “Table 4” professional qualification as defined by the JFSC;
  • Good time management skills and inter-personal skills;
  • Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook);
  • Fluent in both written and spoken English;
  • Experience of using banking platforms to process payments;
  • Experience in using client databases such as Viewpoint, Navision

What’s in it for you?

Pathways for career development

  • Work with colleagues and clients around the world on interesting and challenging work;
  • We provide internal career opportunities so you can take your career further within TMF;
  • Continuous development is supported through global learning opportunities from the TMF Business Academy;

 

Making an impact

  • You’ll be helping us to make the world a simpler place to do business for our clients;
  • Through our corporate social responsibility programme, you’ll also be making a difference in the communities where we work;

 

A supportive environment 

  • Strong feedback culture to help build an engaging workplace;
  • Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best

We’re looking forward to getting to know you!