05 Dec 2023

Senior Officer, Private Wealth Closure

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Are you looking for a contract until June 2024? Do you have statutory company or tax filing experience? A leading Investor Services group is looking for a Senior Officer, Private Wealth to join their team.

The role holder will play a key role and assist with providing support services to the Private Wealth Business in Guernsey, with regard to all aspects of the regulatory reporting and compliance functions.

Key Duties:

  • Compliance reviews
  • Annual Validations
  • Registry filings
  • Listing overseas assets
  • Tax filings and returns
  • FATCA/CRS compliance and reporting

The successful candidate will need to be a team player at heart, with an eye for detail and great organisational skills so they can prioritise their day. Strong communication skills are also a must, with a curious mind, to help the business increase productivity and efficiencies and deliver the highest level of client service.

Contact our team to find out more!


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