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Senior Trust Officer

Purpose of the role:

To efficiently and profitably manage a diverse portfolio of complex clients and deliver a first-class service to clients, advisors, and the Directors of Private Wealth.

Responsibilities:

  • Responsibility for the efficient day-to-day management of affairs for some of the more complex clients of the Company unsupervised but always in accordance with the terms of appointment and in line with group procedures
  • Build and develop client and intermediary relationships with a view to developing new business opportunities
  • Have the ability to identify and convert new business opportunities for both the Company
  • Attendance to meetings with clients and/or their advisers either in Jersey or occasionally overseas with authority of the Lead Director or Managing Director of the Company
  • Maintain statutory and accounting records for entities under administration ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established
  • Complete all trust control functions, within agreed time frame, including periodic reviews, accounts, updating of registers etc.

Skills required:

  • STEP/ICAS or other relevant qualification
  • Strong communication skills, both written and verbal
  • Appropriate IT knowledge
  • A good understanding of general compliance
 

Trust & Company Administration

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