Principal Accountabilities: -

• Management of client portfolio in a professional manner.
• To assist in the management and development of team members.
• To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients wishes in a timely manner.
• Delegate to colleagues and give technical advice where appropriate.
• To control and manage periodic accounts on a client portfolio.
• To prioritise work on structures.
• To review clients investment portfolios.
• To prepare for and attend meetings with clients and directors.
• To seek legal assistance in relation to drafting legal complex documents.
• Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
• To cover Associate Directors/Team managers portfolio of clients in absence for holidays/sickness.
• To be responsible for the activities of team members who report to him/her.
• To observe CDD and EDD at all times.
• To assist with management of teams financial matters.
• To maintain client confidentiality at all times.
• To be responsible at all times to the directors.
• To record all time on the Companys time recording system and ensure narrative is clear.
• Achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require.

The type of person we are looking for:

• Proven experience in trust and company administration, financial services or legal services environment.
• Excellent understanding of trust structures, and regulatory requirements (especially JFSC regulations).
• Hold a professional qualification in STEP, CGI or equivalent.
• Ability to manage a team and mentor junior members.
• Excellent communication skills.