Banking Jobs in Guernsey

Intermediaries Assistant

Job Ref: LF 20125
Posted: 2018-06-13
Leapfrog Jobs

Our client, a large provider of a full range of private banking services for both private and institutional clients, is seeking to recruit an Intermediaries Assistant.

Location

Guernsey, Channel Islands

Responsibilities

Offer administrative support to the Relationship Manager (RM) and Team Leader.
Open and close Enterprise Asset Manager (EAM) / External Financial Advisor (EFA) relationships and offer technical relationship maintenance.
Open and close client accounts.
Maintain various market-related materials, such as Pitch Books, for acquisition purposes.
Troubleshoot and close bank-internal cross-teams / divisions collaboration.
Assist with relationship management and retention including processing various EAM / EFA requests and enquiries.
Provide operational support to the RM in EAM / EFA relationship maintenance and servicing.
Process EAM / EFA / end-client instructions / enquiries including signature check and quality assurance.
Execute single and bulk orders, trades, payments, Forex transactions and trustee deposits.
Document email and telephone instructions and track dossiers.
Perform call-backs.
Train EAMs to use the company’s proprietary software systems while offering support via internal channels.

Skills / Qualifications

The ideal candidate will be educated to minimum A Level standard, with 2 to 5 years’ experience in a banking environment. Applicants will be skilled in using Microsoft Office and will be familiar with Client Relationship Management software. The successful candidate will demonstrate the ability to effectively manage time, prioritise tasks and meet deadlines, whilst working within a team as well as independently. This role will suit a highly motivated, proactive and meticulous team player with excellent communication and interpersonal skills.

How To Apply

For further details please call 711188, or email jobs@leapfrogjobs.com
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