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Senior Trust Officer (1)

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 34034

Description

Great role administering client portfolio and ensuring high quality client service whilst adhering to policy and legislation.  Duties involve maintaining strong working relationships; considering client requests on technical/legal matters; maintaining Trust/Company records; liaising with banks regarding transactions; providing cash management including monitoring of cash balances, fixed deposits and overdrafts; maintaining awareness of performance of clients’ investment portfolios against stated benchmarks; maintaining effective control over priority work flows and creating timely diary reminders; reviewing agreements and trust documents, financial accounts and reports (under supervision); liaising with Compliance and Co Sec teams; completing annual and periodic file reviews; familiar with local AML regulations; reporting complaints and operational risks/suspicions; reviewing client profitability and assisting with identification of remedial action required; ensuring fees charged and collected; ensuring bookkeeping up to date; guiding, training and coaching junior team members; maintaining CPD. 

Candidate will have GCSEs/equivalent; minimum Category C qualification under local legislation, holding a Table 5 qualification; at least 5 years’ experience in trust and company administration; knowledge of relevant market; thorough working knowledge of Trust and Company Administration, including legislation and regulation; sound understanding of basic accounting; risk awareness; team player to inspire others; strong communication, organisational and relationship building skills; attention to detail; able to prioritise and meet deadlines; proactive approach; initiative; effective use of IT systems/appropriate software packages.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Senior Trust Officer

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