Purpose of the role:
Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
Responsibilities:
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input and work in progress on own portfolio
- Assist senior members of the Team where required
Skills required:
- Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
- Ideally membership of relevant Professional Institute
- Evidence of Continued Professional Development
- Knowledge of the Finance Industry in Jersey
- Minimum of 2 years’ Trust experience