Purpose of the role:
One of the main purposes of this role is to manage client accounts, receive and handle all communications by ensuring all matters are dealt with in a timely manner, and ensuring yourself and the team are providing a first class service to clients.
Responsibilities:
- To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies. Trusts may be linked to underlying companies, or companies may be managed at the direction of the beneficial owner(s)
- Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied
- Personal Development: ensure continual update in professional knowledge
- Acting as a channel of communication for upward and downward feedback
- To build relationships with intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact. To be looking at other opportunities and services which we could provide to the client
- Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management of staff productivity
Skills required:
- Hold a professional qualification recognised by the JFSC
- Broad knowledge and understanding of trust and company administration
- Previous experience of working within trust and company business
- The ability to identify and analyse issues, develop solutions, with the ability to motivate the team, initiate and manage change
- Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness