Purpose of the role:
As the Trust Officer, you will assist with the maintenance and delivery of the administration of a portfolio of client entities, providing an overall quality service.
Responsibilities:
- Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
- Develop working relationships with clients, intermediaries and internal contacts to maximise client retention
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input and work in progress on own portfolio
- Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
- Support a culture upholding the values
Skills required:
- Working towards either one of the following: -
- ICSA Certificate in Offshore Finance and Administration
- STEP Foundation Certificate in Offshore Trust
- Ideally membership of relevant Professional Institute
- Evidence of Continued Professional Development
- Knowledge of the Finance Industry in Jersey
- Minimum of 2 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able to work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations