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Trust Officer / Senior Officer, Fiduciary Management

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 2258

Description

Great role to assist Fiduciaries in management of a portfolio of trusts and companies, and with client and advisor visits and strengthen client relationships; support with fiduciary management procedures; analysis of client requests with reference to Fiduciaries for technical input; assist Fiduciaries with fee reviews regarding current services delivery and requirements to ensure recovery of work in progress and fee collection targets, undertake regular reviews of work in progress and debtors to ensure recoverability; signing client communications; ensure compliance with procedures and assist Fiduciaries in ensuring Audit points addressed; coaching and mentoring.

 

 

Katie Drury

To apply or for more information please contact Katie Drury

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Trust Officer / Senior Officer, Fiduciary Management

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