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Senior Trust Officer (1)

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 34348

Description

Purpose of role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service;  maintain highest level of trust and company admin to minimise business risk and adhere to compliance with policies and risk management; use principle of treating customers fairly when dealing with enquiries or complaints; prepare minutes and resolutions; ensure individual financial and non-financial targets are met; contribute and achieve personal and team targets and review monthly; work within team to help identify areas for improvement; mentor new members of staff; develop and sustain broad technical knowledge across products and services; update personal knowledge of intermediary/wealth management market; attend client meetings and maintain full, accurate files/notes of all meetings and calls.

Candidate will have good understanding of relevant laws of the local jurisdiction; understand basic features of different types of investment product; working knowledge of MS Excel, Outlook, and Word; good numeracy skills and ability to understand routine documents; ability to deal with conflicting demands under pressure; ability to demonstrate effective communication skills; knowledge of business procedures, standards, policies and procedures; at least five years relevant trust and company experience; desirable:  ICSA/ACCA/ACA.

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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