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Senior Trust Officer (1)

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 33721

Description

Postholder will take direct admin responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring first class service provided to clients.  He/she will identify and mitigate risk and work to achieve high standards of client service; ensure longevity of client relationships and provide technical and other support to team; interact directly with clients, identify client needs and deliver upon opportunities to increase levels of client service; achieve personal targets for time recording, utilisation and working capital management; understand and act on commerciality of client book by reviewing and controlling WIP, ensuring prompt collection of fees and highlighting revenue opportunities; support team in coaching junior colleagues to build understanding and familiarity with the working capital cycle and prompt collection of debts; take action to ensure team’s success; provide coaching and feedback to colleagues to aid development; promote business objectives.

The successful applicant will have experience of working with High Net Worth clients and on complex structures within fiduciary and demonstrate first class client service delivering against client needs and demands; demonstrate excellent technical competency and an ability to impart that knowledge to others effectively, with a proven track record in technical and complex transactions for their clients; sound knowledge of current issues affecting fiduciary structures and clients; build relationships; flexible and professional when working under time driven pressures and will have excellent prioritisation and time management skills; self-motivated and focussed on exceeding targets and goals; hold/studying towards STEP/ICSA and educated to A-Level standards, or equivalent.

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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