Title: Senior Manager Trust

Salary - Market Rate 

Qualifications Required: Holds a relevant Category B professional qualification (ICSA/STEP Diploma

Key responsibilities

• To act as Category B Employee status under the TCB Codes of Practice pursuant to the Financial Services (Jersey) Law 1998, as amended; and to act as a part of the formal span of control for the  Group of companies.

• To act as a Signatory for  its group affiliates as regulated by the JFSC.
• Manage a portfolio of clients of the  Group and ensure those clients are administered in accordance with the terms of any trust deeds and/or corporate documents as applicable and any professional tax and/or legal advice given.

• Liaising directly with clients and advisers, investment managers and bankers.

• Establish, build and manage strong relationships and networks with intermediaries and clients.

• Assist in the generation of new business enquiries.

• Proactive management of the administration team ensuring inter alia chargeable time targets are met, bills are raised in a timely fashion and tasks are managed effectively.

• Supervise more junior team members and provide timely feedback on their performance.

• Meets or substantially meets all the skills and competencies in the attached Table A.

• Regular review and responsibility for collection and chasing outstanding client aged debts in liaison with the finance department.
• Ensure that all clients are administered in accordance with the PPM and AML Manuals.
• Ensure that all action points arising from reviews and risk escalations are managed proactively.
• Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development.
• Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.
• Abide by Group policies and procedures, AML training as amended from time to time.
• To sit on one or more committees or sub committees that may be introduced by the board to facilitate the good governance of the Group of Companies.
• Action any tasks required by the board or committee of the board within the timeframe agreed by the board or committee.

• Represent the Group externally as required.

• Provide technical support to other staff members as required.
• Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.

• Liaising with relevant departments of the Group (such as I.T./HR/Compliance) appropriately.