Purpose of the role:
To undertake the day-to-day administration of a portfolio of client company and trust structures.
From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit both and client’s the business and clients exposure to risk and provide a quality service to clients.
Responsibilities:
- Day-to-day administration of a portfolio of client cases to include bookkeeping entries
- Have a broad understanding of the principles and practices of offshore trusts, companies and related structures
- Ensure mutual understanding of client and the business expectations and commitments at outset and throughout the relationship
- Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
- Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary
Skills Required:
- Good knowledge of offshore fiduciary services
- A proven track record in handling offshore fiduciary issues
- A proven track record in client relationship management
- Knowledge of compliance issues and the regulatory framework within which they operate
- You should have a minimum of 3 years experience in fiduciary services and qualify as a C category person under the JFSC guidelines