Purpose of the role:
To undertake the day-to-day administration of a portfolio of Client Company and trust structures.
Responsibilities:
- Day-to-day administration of a portfolio of fairly complex client cases, including bookkeeping entries and the preparation of some financial reports and statements
- Ensure mutual understanding of client and expectations and commitments at outset and throughout the relationship
- Assist in developing new business opportunities by developing good working relations with professional intermediaries
- Keep up to date with changes in the market that have the potential to impact on offshore structures
- Ensure that risk issues are reported to the Directors and Compliance as appropriate
- Understand, apply and adhere to risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements
Skills required:
- Good knowledge of offshore fiduciary services
- A proven track record in handling complex offshore fiduciary issues
- Knowledge of compliance issues and the regulatory framework
- You should be educated to A level. Have a minimum of 5 to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines