Purpose of the role:
To undertake the day-to-day administration of a portfolio of Client Company and trust structures.
Responsibilities:
- Day-to-day administration of a portfolio of fairly complex client cases, including bookkeeping entries and the preparation of some financial reports and statements
- Have a broad understanding of the principles and practices of offshore trusts, companies and related structures
- Ensure mutual understanding of client and companies' expectations and commitments at the outset and throughout the relationship
- Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
- Demonstrate to clients the ability, supported by the skill base and other specialists, to provide advice on all aspects of wealth management
- Assist in developing new business opportunities by developing good working relations with professional intermediaries
Skills required:
- Good knowledge of offshore fiduciary services
- A proven track record in handling complex offshore fiduciary issues
- Educated to A level
- Have a minimum of 5 to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines