Purpose of the role:
Our client has a fantastic role to assist with the 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:
- Assist with the administration of a portfolio of clients of the Group, including regular meetings and communications with the clients
- Attending client meetings and preparing file notes of the same
- Liaising directly with clients, intermediaries, Investment Managers, Bankers and Advisors
- Preparation of 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 we ask you to perform from time to time
- Abide by the policies and procedures, AML training as amended from time to time
- Action any tasks required by their Board or Committee of the Board within the timeframe agreed by the Board or Committee
Skills required:
- A minimum of 3 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 18 months at Assistant Trust Officer/Trust Officer level
- Good organisational and communication skills
- A basic understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements
- A basic awareness of risk issues in the context of fiduciary responsibilities
- Motivated and driven with an ability to work under pressure to tight deadlines
- A willingness to travel as business needs dictate