Purpose of the role:
Responsible for the administration of a portfolio of companies, trusts and other entities ensuring that the affairs of the clients are managed in accordance with the relevant laws and the standard of client services set by the with the relevant Trust Manager and Client Director.
Responsibilities:
- Preparing draft minutes and resolutions for entities under management (companies, trusts, foundations etc.)
- Preparing payments on electronic banking systems and by written instruction when required ensuring at all times there are sufficient funds available and full back up documentation is provided to the authoriser(s)
- Assisting with the update of client statutory records and statutory database/registers
- Assisting in the opening of bank accounts (including minute preparation)
- Considering at all times the "Money Laundering" and "Customer Due Diligence" issues and report any concerns as appropriate
Skills required:
- Minimum 5 GCSE’s (or equivalent) with English & Mathematics at Grade C or above
- Minimum 1 years’ experience in an administrative role ideally within Fiduciary Services
- Holds or is open to undertaking a relevant Professional Qualification e.g. STEP, ICSA, ACCA
- Basic understanding of Corporate and Trust Structures
- Basic understanding of Jersey AML legislation relative to own work
- Good IT skills, including practical experience of Microsoft Outlook, Word and Excel