Purpose of the role:
To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis.
Responsibilities:
- Administer a portfolio of trusts, companies, and foundations including liaising with Clients, banks and Investment Managers as and when required
- Maintain a day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions
- Maintain a highly relevant understanding of the policies and procedures and ensuring all administration is undertaken in accordance with those policies and procedures
- Maintain a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws
- Ensure adherence to all of the policies, procedures and codes of conduct.
Skills required:
- Good task and diary management skills with a focus on task completion and delivery
- A willingness to develop knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business, including AML obligations
- Good interpersonal skills with the confidence to approach people at all levels of seniority
- An enquiring and analytical mindset
- Methodical and systematic in work approach with an attention to detail