Purpose of the role:
You will have experience in the trust and fiduciary industry and Family Office work for single complex clients, with multiple structures and asset classes within the portfolio.
Responsibilities:
- To deliver a high quality support service to the Administration team in a timely and efficient manner
- Work with the Client Services Director/Managing Director to deliver a valued service to a small portfolio of clients
- Work with other functional experts (including Legal Counsel; Bookkeeping; Client Accountants and CSD’s) to ensure whole team delivery of effective and efficient support to the trusts, company and Family Office
- Provide management, support and guidance to the team as required
- To monitor and manage the profitability of the administration and accounting team (quantitative and qualitative performance and budget expectations) with particular responsibility for, timely completion of time sheets, collect of debtors etc.
- Where appropriate, assume Directorships on client entities within own portfolio
Skills required:
- Expertise in handling the breadth of client demands and requirements in Family office and discharging trust accountabilities on behalf of the Principal
- Applies a sound knowledge of Family Office priorities and ways of working, as well as Trust and fiduciary functions, investment products and principles
- Sound understanding of accounting, commercial law and asset management principles
- Regulatory knowledge - understanding of the rules, guidelines and expectations of the local regulator (JFSC)
- Commercial and financial knowledge - able to evaluate, identify material risk; knowledge of finance, accounting and budgets and how these impact one another