Purpose of the role:
To provide assistance to the Senior Trust Officer in the administration of a portfolio of trust and company clients.
Responsibilities:
- Attend to clients’ needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered
- Take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, of a non-complex nature, keeping data maintained, up to date and relevant
- Prepare minutes/resolutions/other related documents/payments/distributions of a non-complex nature and present to Management/Directors for review
- Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
- Preparation of standard minutes of statutory and other meetings as advised by Trust Officers and Senior Trust Officers
- Preparation of relevant documentation for change in client circumstances (e.g., Registered Office, Shareholders, Directors, Secretary etc)
Skills required:
- Have 3 -5 years of experience in a trust administration role and hold or be working towards a recognised trust qualification
- Experience of Trust services industry or similar regulated business
- Experience of Trust and Company administration
- A good awareness of Jersey local trust and company legislation and practice, including knowledge of Anti Money Laundering Laws and Orders
- Attention to detail