Senior New Business Officer, Guernsey
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|Area||Guernsey, United Kingdom|
|Sector||Trust and Company Funds|
- Our client is a funds and fiduciary services company seeking to recruit a Senior New Business Officer.
Overall purpose of the role:
To assist the New Business Team in meeting the new business strategy of the Company and its underlying subsidiary companies, by effectively handling new business enquiries.
Key responsibilities will include:
•Deal with the flow of enquiries for fiduciary, corporate, fund and employment and payroll services
•Assess due diligence requirements for on boarding new client relationships.
•Complete on-boarding forms and presentation of complete new business file for sign off
•Ensure the smooth transfer of new business to company secretarial/administrative staff.
•Assist with the production of reports from time to time for the benefit of the various boards.
•Assist with maintenance of operational and strategic business systems and spread sheets as required, on an on-going basis
•Handle all enquiries in an appropriate and timely manner
•Draft proposal packs, including fee quotes
•Maintain team inbox by logging all new enquiries and filing the emails appropriately
The successful candidate will have:
•Previous experience of working in a similar role.
•A positive and professional style of communication both verbally and in written form.
•IT literacy is required. Typing/Word skills essential plus basic Excel.
•Company Secretarial and/or Compliance experience is an advantage.
For more information, please email: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.