Assistant Trust Manager (1)
- Trust
- Jersey
- Permanent
- Full Time
- 1839
Description
Great role opportunity to help administer Trust & Company structures, involving preparing and reviewing client valuations and reports, dealing with a varied range of client queries, reviewing subscription and redemption requests, assisting with billing and bookkeeping, inputting using online banking systems, assisting with KYC and CDD requests and recording information; organising Company and Trust meetings and reviewing Board packs; co-ordinating Directors’ diaries to confirm dates for board/client meetings and setting up rooms/arranging facilities; attending at board and committee meetings; developing action plan from Company and Trust minutes and ensuring actions taken; question and analyse why chargeable hours targets are not achieved; apply internal risk management procedures.
The successful candidate will be qualified in ICSA/ACCA/ICAEW/equivalent with 5 years+ experience working in Trust & Company and advanced accounting and/or administration skills with some Legal and corporate tax/knowledge. Strong analytical, problem solving, communication and organisation skills are essential, as is flexibility and proactivity with the ability to work to deadlines and prioritise, and must be a team player. Knowledge of MS Word and Excel, together with business and accounting software, is necessary.
