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Senior Officer, Fiduciary Relationship Management

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 34933

Description

Our client seeks the ideal candidate to administer private client trusts and companies and undertake complex services, acting as client contact for fiduciary purposes.  He/she will train, coach and mentor tram members; assist Fiduciaries with programme of regular client and advisor visits and attend local meetings; assist with broadening of client relationships; provide support to Fiduciaries in respect of procedures; analysis of client requests for technical input; assist Fiduciaries with fee reviews in light of current service delivery and requirements to ensure recovery of work in progress and fee collection targets; provide first line support service to  clients in Fiduciary and Client Structure Teams; ensure compliance with policies and procedures; ensure all projects achieved.

Candidate will have proven industry experience in fiduciary operation of trusts, companies, foundations and nomineeships; exceptional Client Service experience; studying towards/completed professional qualification under JFSC Regulations; excellent attention to detail including fast and accurate keyboard skills; competent use of software packages including Microsoft Word, Excel, PowerPoint and Outlook.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Senior Officer, Fiduciary Relationship Management

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