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Trust Officer

Purpose of the role:

You will be responsible for proactively managing and exceeding expectations for a balanced portfolio of international clients. You will support your Manager and Director in a timely manner with the administration of trust, companies and foundations on a day-to-day basis.

Responsibilities:

  • Be aware of and fulfil all statutory requirements for various jurisdictions including Jersey, Guernsey, BVI, Isle of Man, Hong Kong, Cayman, UK and others where applicable
  • Ensure the timely management of all payments either directly to clients or for individual entities
  • Clear historic review points in line with day-to-day administration
  • Assist in all relevant compliance matters as necessary
  • Provide effective management of both your own workload and that of your junior team member
  • Ensure all CPD and AML training is up to date and provide regular reporting to management to advise of resourcing, training, and information requirements

Skills required:

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

 

 

Trust & Company Administration

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hello@axalleine.je

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