Purpose of the role:
To assist with the day-to-day administration of a portfolio of client entities, working within a small team of Private Client Specialists, primarily alongside a Senior Trust Manager, Associate Director and Director.
Responsibilities:
- Provide general assistance with client and administration matters
- Draft simple correspondence
- Complete checklists
- Assist with completing new business take on forms
- Request CDD
- Prepare payment instructions
- Prepare Board/meeting packs for client meetings, in either hard copy or electronic format
- Attending client meetings and assist preparing file notes of the same
- Liaising directly with clients, intermediaries, Investment Managers, Bankers and Advisors
- Preparation of simple minutes
- Preparation of client reviews having regard to CDD
- Respond to and follow up client queries and communications
- Ensure that all clients are administered in accordance with the PPM and AML Manuals
- Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description
- Any other reasonable task they ask you to perform from time to time
- Abide by their policies and procedures, AML training as amended from time to time
- Action any tasks required by the Board or Committee of the Board within the timeframe agreed by the Board or Committee
Skills required:
- Good organisational and communication skills
- A basic understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements
- Motivated and driven with an ability to work under pressure to tight deadlines