Purpose of the role:
To provide assistance to the Senior Trust Officer in the administration of a portfolio of trust and company clients.
Responsibilities:
- Prepare minutes/resolutions/other related documents/payments/distributions of a non-complex nature and present to Management/Directors for review
- Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
- Preparation of standard minutes of statutory and other meetings as advised by Trust Officers and Senior Trust Officers
- Preparation of relevant documentation for change in client circumstances (e.g., Registered Office, Shareholders, Directors, Secretary etc)
- Manage your Team’s In-tray and ensure all mail is dealt with in a timely fashion and any urgent matters are bought to the attention of your Manager
- To accurately record time and to achieve a daily % target of billable time
- Filing of documents in accordance with laid down procedures outlined in the Procedures Manuals
Skills required:
- Have 3 -5 years of experience in a trust administration role and hold or be working towards a recognised trust qualification
- Experience of Trust services industry or similar regulated business
- Experience of Trust and Company administration
- A good awareness of Jersey local trust and company legislation and practice, including knowledge of Anti Money Laundering Laws and Orders