An excellent opportunity for a motivated individual to begin a career in trust and company administration.

Responsibilities: 

• Providing general administrative support to the trust team.
• Maintaining accurate client records and electronic files.
• Preparing correspondence, documents, meeting minutes and payment instructions.

Skills required: 

• Strong organisational skills and attention to detail.
• Good written and verbal communication skills.
• Proficiency in Microsoft Office, including Word, Excel and Outlook.

You’ll play a key role in delivering exceptional service across a portfolio of fund structures, working closely with clients, investors, and colleagues.

Responsibilities: 

• Administer a portfolio of fund structures and related entities.
• Deliver excellent service to clients, investors, and internal stakeholders.
• Maintain strong client relationships and act as a day-to-day point of contact.

Skills required: 

• Previous experience in fund administration, with a good understanding of fund structures and day-to-day administration activities.
• Experience delivering high-quality client service and managing competing priorities effectively.
• Strong understanding of fund administration principles, including investor servicing, accounting, and regulatory requirements.

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
• Delivery of all client work and client contact in line with vision and values and expected service standards, ensuring KPIs are up to date at all times.

Skills required: 

• 5 - 10 yrs experience serving HNW international.
• Proven ability in managing complex international fiduciary structures.
• Proven ability in working with related industry professional families.

• Ensure up to date and accurate bookkeeping of all fund and corporate structures.
• Preparation of bank reconciliations for a portfolio of clients, including analysis of cash payments and receipts. 
• With supervision of a senior member of the team, an initial set-up of entity, investor and other data cards as required in the accounting system.

Skills required: 

• Positive, personable, self-motivated and a willingness to learn.
• Understanding of the requirements of quality client service.
• Excellent numeracy and computer literacy skills are essential.

• Client / structure data management in a timely manner as required; accuracy of core data being critical to the service standards.
• Adherence to key performance indicator standards in the execution of all tasks and early escalation should the risk of backlog building/other issues appear.
• Gathering and progressing documentation in relation to bank account opening on behalf of the client structures.

Skills required: 

• Ability to act efficiently but knowing when to escalate & seek guidance.
• Positive collaboration with all Private Capital colleagues & wider stakeholder.
• Ongoing compliance with all internal policies and procedures.

To support the day-to-day operation of the compliance framework, helping ensure the business meets its regulatory obligations while delivering excellent outcomes.

Responsibilities: 

• Accurate administration of compliance records, reporting, policies and procedures.
• Support the identification, escalation and management of compliance, conduct and financial crime risks.
• Provision of pro-active compliance support to colleagues, contributing to regulatory submissions, governance reporting, compliance monitoring outcomes.

Skills required: 

• 3 – 5 years experience within client administration, trust and corporate services, family office or wider financial services.
• Exposure to AML/CFT/CPF requirements.
• Experience preparing reports & management information.

As an Assistant Funds Administrator, you will help deliver exceptional service to the clients by supporting a range of day-to-day fiduciary activities.

Responsibilities: 

• Prepare client documentation, correspondence, and administrative records under the guidance of senior team members.
• Assist in maintaining strong relationships with clients, intermediaries, and internal stakeholders.
• Support bookkeeping, accounting, and other administrative activities required for the effective management of client structures.

Skills required: 

• Keen to develop a career within the fiduciary services industry.
• Motivated to build technical knowledge.
• Passionate about delivering an excellent client experience, with strong communication and interpersonal skills.

The role provides significant exposure to a broad range of Treasury and Banking Products, operational processes and business initiatives, with opportunities to contribute to strategic change.

Responsibilities: 

• Take ownership for the accurate and timely execution, settlement and lifecycle management of securities, OTC, FX and money market transactions.
• Act as a subject matter expert, providing guidance and support on complex transactions, operational processes and technical issues.
• Lead the investigation and resolution of complex exceptions, breaks and risk events, ensuring root causes are identified and sustainable solutions implemented.

Skills required: 

• Extensive post-qualification experience in a finance position
• Previous experience as a senior leader within a financial services Finance function, including managing a team
• Qualification in either Finance, Economics or Accounting, with Big 4 experience preferred.

To produce and review the monthly IFRS financials, supported by product control for certain elements, and produce the JFSC quarterly regulatory reporting. 

Responsibilities: 

• Lead the Jersey location financial and regulatory reporting team.
• Develop and maintain relationships with key stakeholders.
• Proactively manage competing deliverables including Group Finance’s increasing focus on artificial intelligence and the implementation of a new global ledger.

Skills required: 

• Extensive experience within banking operations, investment operations, treasury operations or a related financial services environment.
• Strong knowledge of financial products including foreign exchange, money markets, securities and derivatives.
• A well-developed understanding of settlement, reconciliation, cash management and payment processes.

The candidate will drive sustainable revenue growth, strengthen market presence, and achieve ambitious business development.

Responsibilities: 

• You'll develop and execute growth strategies, sales plans, and intermediary engagement initiatives.
• You'll build and manage strong relationships with prospects, clients, intermediaries, and internal sales teams.
• You'll identify, pursue, and report on opportunities in target markets, monitor industry trends and competitive activity.

Skills required: 

• You bring deep industry expertise across key market segments, supported by extensive fund industry experience and strong commercial acumen.
• You demonstrate exceptional sales, negotiation, and relationship-building skills, with the ability to influence stakeholders and drive business growth.
• You exhibit initiative, drive, enthusiasm, and an entrepreneurial mindset, proactively identifying opportunities and delivering results.

The associate will provide technical sound legal advice on a range of issues, whilst building and maintaining productive relationships with clients and intermediaries.

Responsibilities: 

• Support senior fee earners by providing technically sound legal advice directly to clients with appropriate supervision.
• Deliver chargeable hour's budget.
• Manage 'work in progress and debt' in accordance with business standards.

Skills required: 

• Qualified Lawyer, ideally at 2 years+ PQE level.
• Excellent academic background, including 2:1 at degree, plus Commendation/Distinction at LPC (or equivalent).
• Experience from a relevant law firm environment, ideally within a Magic/Silver Circle firm (or equivalent).

This is a business-facing role for someone who can work directly with stakeholders, understand current ways of working, identify where improvement is needed, and translate opportunities into safe, useful and measurable AI-enabled solutions.

Responsibilities: 

• Work proactively across teams to understand current processes, pain points and improvement opportunities.
• Run discovery sessions, interviews and workshops with stakeholders.
• Identify processes that are manual, repetitive, inconsistent, high-friction or suitable for Improvement.

Skills required: 

• Good understanding of responsible AI risks, including confidentiality, hallucination, bias, provenance, data quality, security and human review.
• Experience in legal, professional services, corporate services, financial services or anotherregulated environment.
• Business analysis qualification such as BCS Business Analysis, PMI-PBA or equivalent.

The Trainee will support the administration of trusts and companies within a supervised portfolio, assisting with daily tasks, client correspondence and regulatory requirements.

Responsibilities: 

• Support the administration of a mixed portfolio of trusts, companies and foundations, completing day to day tasks under supervision.
• Assist with payment processing, statutory filings across jurisdictions and clearing review points.
• Handle client and internal correspondence professionally and promptly.

Skills required: 

• Good attention to detail with an ability to work to deadlines
• Flexibility and a willingness to learn
• Proactive manner

The role will administer a defined portfolio comprising predominantly fund and corporate structures, while also supporting the administration of trusts, foundations, limited partnerships and other structures across the wider client portfolio.

Responsibilities: 

• Assist Senior Administrators, Managers or Client Services Directors.
• Undertake the billing and debt collection for your client portfolio.
• Undertake the initial review of financial statements for your client portfolio prior to presentation for signing.

Skills required: 

• CGI/STEP Certificate or equivalent completed; or
• Part way through ICAEW/ACCA accountancy qualification (with exam success to date); or
• Basic level qualification relevant to function.

To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients.

Responsibilities: 

• Administering a portfolio of trusts
• Maintaining a full understanding of, and adherence to, all applicable legislation
• Preparing accurate minutes for Client entity transactions.

Skills required: 

• 2/3+ years’ experience.
• Based in Jersey.
• An enquiring and analytical mindset.

This is an exciting opportunity for an ambitious business development professional to help accelerate the growth of Private Wealth business while developing a career across the full spectrum of fiduciary, corporate, funds and capital markets services.

Responsibilities: 

• Deliver world class standards of client service and professionalism.
• Build and maintain effective relationships with clients, intermediaries and professional advisers.
• Support the generation of suitable new business opportunities across the Private Wealth business.

Skills required: 

• Demonstrable experience within Private Wealth
• Strong communication and relationship management skills.
• Commercial awareness combined with a client-focused approach.

As a Fund Accounting Manager, you will play a pivotal role in delivering high-quality accounting and financial reporting services to a diverse portfolio of fund clients.

Responsibilities: 

• You'll provide a wide variety of accounting tasks supporting the Company’s ever growing and diversified client base.
• You'll provide a high level of quality internal and external client service, including the accurate and timely provision of financial accounting services.
• You'll support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate.

Skills required: 

• You hold proven fund accounting experience.
• You hold a professional qualification such as FCCA ,CA(SA) or equivalent.
• You have experience and knowledge of working in the Jersey financial services industry. 

Key player and the delivery of co-ordinated, efficient and compliant administration across your portfolio of client transactions.

Responsibilities: 

• Assist with AML, BAM, CDD/EDD, FATCA/CRS and risk reviews.
• Draft minutes and file notes from telephone calls and meetings using company templates and standards.
• Control own work, billing and debtor management in line with company procedures.

Skills required: 

• Attained or working towards a STEP or CGI qualification.
• A minimum of 3 years’ experience in the TSCP sector is required.
• Demonstrable technical experience in the administration of trusts and offshore fiduciary structures. 

You will help to build the new business pipeline by developing relationships with existing and potential new clients and coordinating proposal documentation and new business pitches.

Responsibilities: 

• Support the identification of new business opportunities, manage intermediary relationships and build the new business pipeline.
• Contribute to the delivery of agreed new business targets.
• Act as an authority on technical client specific matters and convey this expertise confidently in client meetings.

Skills required: 

• Recognised Professional Qualification – e.g. Accountancy, Legal, Chartered Secretary, STEP, Banking, Securities or other relevant Table 4 qualification.
• Minimum of 10 years’ relevant industry experience.
• Experience of growing and developing private client relationships.

You will drive the growth of the client base by developing existing and new client and intermediary relationships.

Responsibilities: 

• Identify new business opportunities, manage intermediary relationships and build the new business pipeline.
• Act as the highest authority on technical client specific matters and convey this expertise confidently in client and intermediary meetings.
• Deliver agreed new business targets.

Skills required: 

• Ability to develop build and develop relationships with complex and demanding clients, instilling trust, and confidence.
• A decision maker who gives the highest commitment to service excellent and corporate governance standards and can prioritise and deal with conflicting and demanding deadlines.
• Personal authority and gravitas to command respect and inspire confidence.

Provide on-going administration support to the team as required for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and transactions are conducted effectively and to a high standard

Responsibilities: 

• Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transaction, statutory and internal procedural deadlines and managing WIP and debt collection
• Be involved with the client acceptance process
• Other ad-hoc duties as requested

Skills required: 

• You'll be studying towards a relevant professional qualification (such as STEP or CGI)
• Having good communication and interpersonal skills
• Being able to build relationships and work as part of a team

Responsible for effective governance, compliance and the corporate administration of a network of international entities.

Responsibilities: 

• To assist in the maintenance of client entity management systems and internal databases.
• To deal with administration aspects of incorporation or liquidation of entities as required.
• Assist with the scheduling and organisation of board meetings, annual general meetings (AGMs), and other corporate events.

Skills required: 

• Knowledge of relevant company law and regulatory framework.
• Basic accounting and bookkeeping knowledge.
• Understanding corporate structures.

The Deputy Managing Director will partner with the Managing Director, and the local board, in leading and delivering the performance, governance and growth of the business within the jurisdiction, spanning both private wealth and institutional.

Responsibilities: 

• Support the MD in setting and delivering the jurisdictional strategy
• Translate strategy into clear priorities, plans and execution across the business
• Work closely with the Board and Executive Committee to align on direction and outcomes

Skills required: 

• Qualified professional – Accountant, Lawyer or Trust Practitioner
• Minimum 10 years post qualifying experience including at least 5 years’ experience at Board level
• Positive attitude with problem solving ability

The role will take a leading position in the administration and continuous enhancement of the Group's governance framework, ensuring adherence to legal, regulatory and governance best practice standards across multiple jurisdictions.

Responsibilities: 

• Lead the administration of the Group's governance framework across all jurisdictions.
• Oversee the maintenance of statutory registers, corporate records and filing obligations for Group entities.
• Ensure ongoing compliance with relevant company law, regulatory requirements and governance best practice standards across the Group.

Skills required: 

• CGI qualified
•  Significant experience supporting Boards, Committees and senior executive forums.
• Strong knowledge of corporate governance principles

Under the guidance of Senior Administrators and the CRM, to assist with all aspects of the day-to-day administration of a group of corporate structures.

Responsibilities: 

• Responding to ad-hoc investor and client queries.
• Assist with the handling of transaction documents and liaising with lawyers.
• General administrative duties, including inputting of payments and processing of recommendations.

Skills required: 

• Strong analytical and problem solving skills are essential.
• Excellent interpersonal skills.
• Ability to be self-motivated and produce quality materials within tight timeframes and simultaneously manage several projects required.

The Manager will assist in leading a fiduciary administration team responsible for the management of a range of complex, high-value client structures.

Responsibilities: 

• Manage a team responsible for the administration of a portfolio of complex trust, company, and foundation structures.
• Maintain and develop strong client relationships, acting as a main point of contact for key stakeholders and intermediaries.
• Review and approve high-risk transactions, governance documents, and client communications.

Skills required: 

• Holds or is studying towards a STEP, ICSA (CGI), or equivalent professional qualification.
• Minimum of 5 years’ experience in fiduciary/trust and company administration.
• Strong understanding of regulatory frameworks and fiduciary best practices.

• Assisting with establishing new structures and transitioning switch business in accordance with our streamlined approach.
• Provision of exceptional service levels and client experience for clients and related parties throughout the whole life-cycle.
• Assist with all aspects of company secretarial matters, including preparation of agendas, collation and distribution of board packs, and minutes for board meetings.

Skills required: 

• Positive, personable, self-motivated and a willingness to learn.
• Understanding of the requirements of quality client service.
• Excellent numeracy and computer literacy skills are essential.

• Co-develop a clear product vision, strategy and roadmap covering the full core banking product development lifecycle.
• Drive new products and product changes iteratively and continuously together with crossfunctional team members in the pod
• Act as product owner within an agile team,

Skills required:

• Working in agile environments with strong understanding of agile delivery frameworks and product management.
• Proven people leadership and strategic delivery capability within complex financial services or regulated environments.
• Setting and delivering on outcome-focused goals, such as using OKRs

You'll play a key role in providing a wide range of administration services to a high quality and diverse portfolio of clients in the provision of corporate and fiduciary services.

Responsibilities:

• Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transaction, statutory and internal procedural deadlines and managing WIP and debt collection
• Be involved with the client acceptance process
• Other ad-hoc duties as requested

Skills required: 

• Proven corporate administration experience would be ideal
• You'll be studying towards a relevant professional qualification (such as STEP or CGI)
• Having good communication and interpersonal skills

To be providing a wide range of administration services to a high quality and diverse portfolio of clients.

Responsibilities:

• Assist with the effective administration of workload to include timely and accurate processing of work, effective prioritisation, meeting transaction, statutory and internal procedural deadlines and managing WIP and debt collection.
• Be involved with the client acceptance process.
• Other ad-hoc duties as requested.

Skills required: 

• Proven corporate administration experience would be ideal
• You'll be studying towards a relevant professional qualification (such as STEP or CGI)
• Having good communication and interpersonal skills

To support the Local Business Service Manager in delivering high-quality accounting and financial reporting services to a portfolio of clients.

Responsibilities:

• Manage a portfolio of accounting clients including local trading and commercial businesses, SPVs, holding companies, private client vehicles.
• Consolidations and complex group structure. 
• Management accounts and reporting packs.

Skills required: 

• Qualified Accountant (by qualification through the Professional body); or
• Functional Qualification relevant to function; and
• Evidence of Continuous Professional Development

Responsible for the delivery of tax compliance and reporting services for a portfolio of fiduciary clients, including trusts and companies, together with internal group reporting.

Responsibilities:

•  Responsibility for a portfolio of trust and company clients, ensuring all tax compliance and reporting obligations are completed accurately and within statutory filing deadlines.
•  Review trust and company accounts from a tax perspective and identify tax risks.
• Monitor compliance deadlines and ensure filing obligations are me

Skills required:

• Educated to a minimum of A-Level standard or equivalent.
•  Minimum of 3 years relevant tax experience.
•  ATT or STEP or ACCA qualified (or equivalent) preferred.

This position is responsible for supporting regulatory compliance, governance and financial crime prevention across client structures, while fostering a strong risk culture and ensuring the highest standards of client service.

Responsibilities:

• You will act as Compliance Officer (CO), Money Laundering Compliance Officer (MLCO) and Money Laundering Reporting Officer (MLRO) for client entities, providing expert compliance oversight and serving as a key point of contact for clients and regulators.
• You will develop and deliver risk-based compliance monitoring programmes, ensuring client structures comply with applicable regulatory, legal and internal policy requirements.
• You will provide practical regulatory guidance, identify emerging risks, support remediation programmes and ensure effective governance and risk management practices are maintained.

Skills required:

• You have extensive experience within offshore financial services, with a strong background in compliance, risk management and financial crime prevention.
• You possess strong knowledge of regulatory frameworks, corporate governance, AML/CFT requirements and risk mitigation practices within regulated financial services environments.
• You have experience acting as, or supporting, CO, MLCO and/or MLRO functions and working closely with regulatory authorities on compliance-related matters.

To provide administrative support to the trust administration teams in the ongoing management of administration of trust and company structures, ensuring a platinum standard of service to clients and working in collaboration with all APTC functions.

Responsibilities:

• Input payments in accordance with the Procedure from start to finish.
• Support the clearing of review points and management of client debtors.
• Inputting accurate and up to date information in the business’s database system upon instruction.

Skills required:

• Attention to detail.
• Ability to work effectively both independently and as part of a team.
• Excellent interpersonal skills and ability to communicate effectively with clients and  colleagues at all levels.

The Trainee Compliance Administrator is an entry-level role within the Compliance team, supporting client onboarding and due diligence activities while developing knowledge of AML/CFT requirements, regulatory obligations and internal compliance procedures.

Responsibilities:

• Assist with conducting World Check screening and open-source searches for new clients and related parties.
• Support the preparation and organisation of onboarding documentation.
• Assist with gathering and recording client due diligence information.

Skills required:

• Office-based administrative experience would be beneficial.
• Self-motivated and eager to learn.
• Strong attention to detail and accuracy.

You will be a core member of house legal team working to provide legal advice to the Board and senior management and to work closely with client facing staff and external advisers in relation to legal matters arising in the day-to-day administration of complex high value fiduciary structures.

Responsibilities:

• Provide legal advice to the boards of companies and the trustees of trusts administered.
• Provide legal advice in relation to trusts, companies and other offshore structures, risk management in relation to the creation and administration of offshore entities, and the drafting and management of legal and technical documentation
• Prepare instructions to external advisers and act as a central point of contact for the engagement of external legal advisers. 

Skills required:

• Previous experience held in a law firm or trust business
•  Knowledge of trust and company law and (ideally) UK tax law, including a sound knowledge of fiduciary structures and knowledge of fiduciary structures and functions
• Ability to become an expert in new legislation or regulation.  

As an Associate, you’ll support the administration of a varied portfolio of trusts, companies and foundations, working closely with Senior Associates and Managers to deliver exceptional client service.

Responsibilities:

• Assist with the day to day administration of trusts, companies and foundations
• Ensure work is completed in line with agreed service standards and regulatory requirements
• Draft trustee resolutions, board minutes, agreements and payment instructions

​Skills required:

• 2+ years’ experience in fiduciary, trust or corporate administration
• Working towards (or keen to start) a relevant professional qualification such as STEPCGI
• A good understanding of offshore structures and fiduciary principles

This is an opportunity for an experienced trust professional to provide high-level administration services to a portfolio of private client trust and company entities. Some line management will be expected within a small and supportive team.

​​​​Skills required:

Attention to detail, strong time management and organisational skills are essential with an ability to meet deadlines.

The Senior Legal Counsel will be a core member of the in-house legal team. The role holder will provide legal advice to the Board and Senior Management, and work closely with client-facing employees and external advisers in relation to legal matters arising in the day-to-day administration of complex high-value fiduciary structures.

Responsibilities:

• Provide legal advice in relation to trust, tax and company law, and support Client
• Administration teams (predominately Client Directors and above) in the technical drafting of trust instruments and contractual agreements.
• Manage and oversee the work of junior Legal Counsel and play a key role in their personal development.

​​​​Skills required:

• Previous experience held in private practice or in house legal within a similar trust business.
•  A good understanding of the Codes, guidelines, and expectations of the JFSC.
•  Knowledge of trust and company law and (ideally) UK

To assist with the onboarding of new entities and/or transfers in, working closely with colleagues and, as necessary, with the central onboarding team. In particular the post holder is expected to work with the other departments to ensure that our data is accurate and compliant with our regulatory obligations.

Responsibilities:

• Assist with data reconciliation and exception reporting, including weekly audit report of Acumen and weekly outstanding source of funds.
• Assist with and provide cover for Jersey Registry submissions and management of the data held in Acumen and at the Registry.
• Administration of the Banking platforms.

​​​​Skills required:

• A minimum of 5 years’ relevant experience.
• Educated to ‘A’ Level standard or equivalent.
• Relevant professional qualification (i.e. STEP or CGI) would be preferable.

• Ensure up to date and accurate book-keeping of all assigned Irish fund structures.
• Preparation of quarterly reporting files required for regulatory reporting to the Central Bank of Ireland on fund and SPV structures.
• Work under supervision and close co-ordination of wider onshore Ireland fund accounting team.

​​​​Skills required:

• Ensure up to date and accurate book-keeping of all assigned Irish fund structures.
• Preparation of quarterly reporting files required for regulatory reporting to the Central Bank of Ireland on fund and SPV structures.
• Work under supervision and close co-ordination of wider onshore Ireland fund accounting team.

As a Senior Associate, you will be able to work independently and as part of the wider team and effectively manage files with minimal input from partner or other senior fee earners, taking responsibility for day to day matter management end to end, re-prioritising as required to meet client and partner expectations.

Responsibilities:

• Ensure clients are fully informed as to the fees and disbursements that will incurred on each matter and provide updates as required
• Be accountable for the coaching and development of more junior members of staff, including the supervision of trainees as and when required
• Identify and pursue peer to peer business development opportunities, including opportunities for cross referrals.

​​​​Skills required:

• Qualified Lawyer with typically 5+ years of PQE, with an excellent academic background, including 2:1 at degree, plus Commendation/Distinction at LPC (or equivalent).
• Experience from a relevant law firm environment, ideally within a Magic/Silver Circle firm (or equivalent) demonstrating good, consistent performance over the last two financial years, prior Jersey experience ideal but not essential. 
• Excellent drafting and written communication skills. 

In this role, you’ll support the administration of institutional client portfolios, deliver high quality service, and contribute to a growing international client base. Occasional travel to other offices or client sites may be required.

Responsibilities:

• You’ll lead by example, embodying our Group Values while delivering exceptional client service and driving operational efficiency across your portfolio.
• You’ll support and mentor junior team members, sharing your expertise and helping them grow while overseeing their work to ensure quality and compliance.
• You’ll take ownership of client relationships, attending meetings, managing correspondence, and proactively identifying opportunities for growth and improvement

Skills required:

• You bring at least 5 years of fund administration experience, backed by a relevant professional qualification (like ICSA) and active CPD.
• You have strong knowledge of Jersey’s finance industry and a solid grasp of fund services business duties and regulations.
• You’re highly organised, detail-oriented, and able to manage multiple priorities under pressure while meeting tight deadlines.

To be responsible for providing support and assistance to the Trust Officers and Senior staff with the administration of a varied portfolio of trusts and companies.

Responsibilities:

• Have direct client contact at an appropriate level
• Respond to telephone calls, facsimiles and e-mails received, alerting Client Managers/Directors to all important items
• Use time management to ensure that all tasks are completed within an appropriate period
• Review investment portfolios of all trusts and companies in portfolio
• Liaise with Investment Brokers, Investment Managers, intermediaries and third parties at an appropriate level
• Carry out monthly checks on the accounts of entities under administration, preparing periodic reports and valuations and dispatching to clients
• Prepare basic trust resolutions and company minutes as required
• Complete as required payment instructions
• Report any unusual requests from clients to a Senior Trust Officer or Supervisor/Client Manager or /Directors

Skills required:

• This role requires a working knowledge of the system/process/operating environment, and may have specific responsibility for a clearly defined section or sub-section of work
• Independence and initiative in the arrangement of immediate work priorities is required to react to changing priorities