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Trust Administrator (1)

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 7178

Description

This exciting role involves close interaction with internal and external contacts, duties involve client take on and entity formation/termination; assist with KYC/CDD information collation and system input for client take on; formation and termination of trusts, companies and foundations in any jurisdiction; assist with transfers in/out of entities from/to other fiduciary providers; assist in client meeting preparations; handling documentation and resolutions with regard to transactions and restructures; drafting resolutions relating to payments and settlements; assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation and property transaction documents; preparation of Payment request, Investment Recommendation and Bank Account Opening forms; supporting management of compliance issues and maintenance of records;  assisting with projects and investment reviews; liaising with accountants; ensuring documents correctly filed and systems updated.

Candidate will be educated to undergraduate qualified level with some experience in offshore and/or onshore financial services industry; advanced MS Excel and Word; basic MS PowerPoint; sold administration experience; good numeracy skills and a good commercial awareness; well organised and able to plan ahead; good team player; strong communicator and presenter; committed to excellent client service; accurate; attention to detail; proactive; works on own initiative.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Trust Administrator

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