Job Description
Qualifications Required:
Educated to GSCE Level and would consider working towards a relevant professional qualification (ICSA/STEP Cert/Diploma)
Key responsibilities:
- Provide operational support to the operations team in ensuring smooth and efficient business processes.
- Assist with database management and updates, data cleansing and enrichment.
- Prepare simple internal correspondence, documentation, minutes and resolutions under supervision.
- Assist with new business onboarding documentation, including checklists and internal control forms.
- Assist with the review and acceptance of Customer Due Diligence documentation.
- Prepare simple reports from the database under supervision.
- Maintain accurate records and ensure documentation is filed appropriately.
- Shadow experienced team members to gain hands-on experience.
- Participate in operational projects as directed by Operations Director/Team.
- Participate in working parties to support governance initiatives.
- Liaise with relevant departments of the Baccata Group (such as I.T./HR/Compliance) appropriately.
- Action any tasks required by the board or committee of the board within the timeframe agreed by the board or committee.
- Meet or substantially meet all the skills and competencies in the attached Table A.
- Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.
- Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.
- Abide by Baccata Group policies and procedures, AML training as amended from time to time.
- Any other reasonable task we ask you to perform.
Key skills and experience requirements
- A collaborative team player with a proactive attitude.
- Self-motivated and driven with an ability to meet deadlines.
- Developing organisational and written communication skills.
- Developing an understanding of Jersey trust, company, foundation, and limited partnership law (with on-the-job training).
- Developing awareness of fiduciary risk and regulatory requirements (with on-the-job training).
- Strong attention to detail and accuracy.
- Good keyboard and numeracy skills.
- Experience with Quantios (Dynamics 365) and eDocs preferred (training provided).
- Entitled to work status in Jersey (minimum 5 years residency).