Great opportunity for someone with solid experience in trust and fiduciary managing delivery of activity and transactions for client portfolio.
Jersey
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
If you have the following and are looking for a stimulating and great new role, then contact us now!!!
Skilled in people and leadership, analytical and problem solving, and client relationship management; able to prioritise; self motivated; attention to detail; knowledge of company and trust administration, regulations, risk and commercial mindset; MS competent; Business Central experience a plus.
Duties involve coaching and performance managing a team; developing client relationships; Ensure all transactions are properly authorised and recorded with due regard to risk; handling complex structures and assets such as investment portfolios; ensuring accurate billing to clients through records; identify new ideas in relation to products and services.
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Great role working closely on late on-boarding stage through full structure life cycle.
This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients and intermediaries on a daily basis.
This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients and intermediaries on a daily basis.
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