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Senior Trust Officer (2)

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 7537

Description

Purpose of role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service and minimising business risk; prepare minutes and resolutions; ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business; demonstrate understanding of fiduciary responsibility to protect client and business; contribute and achieve personal and team targets reviewing at monthly intervals; work within team to help identify areas for improvement; mentor new members of staff on systems and policies; assist with training of junior and new staff; develop and sustain broad technical knowledge across products and services; attend client meetings and maintain files and notes; update personal knowledge of intermediary/wealth management market.

Candidate will have good understanding of relevant laws of 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.

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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