Trust Officer

We are looking for a Trust Officer to assist in providing the highest level of service to clients and their advisers, by developing and maintaining excellent relationships through proactively meeting client expectations.

Key Responsibilities

• Regularly liaise with clients and their advisers to ensure good lines of communication are maintained, clients' expectations are met and reports and other information are duly provided in a professional and timely manner.
• Perform day to day administrative tasks on a portfolio of trust corporate client entities.
• Ensure client/internal requests are actioned in a prompt and professional manner, ensure that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly.
• Liaise with 3rd party banks, investment and other asset managers/agents to ensure client assets are properly managed and reported and that reviews and reconciliations are carried out at regular intervals.
• Perform periodic reviews of client entities and ensure all regulatory requirements are complied with as well as ensuring all administrative tasks are duly completed.
• Ensure all tasks undertaken are accurately recorded on timesheets to ensure maximum recoverability of fees.
• Achieve set efficiency.
• Ensure debtors are cleared in accordance with agreed targets.
• Be a valued member of the team and take responsibility for the protection and promotion of the good name and reputation of The Company

Skills, Knowledge and Expertise

ESSENTIAL:

• At least 3 years' technical trust experience including the management of a varied portfolio of client entities.
• Strong interpersonal and communication skills, both verbal and written. Confident when dealing with high value clients and professionals by telephone, in correspondence and face to face on routine matters.
• Ability to work under pressure to achieve fixed deadlines and to be willing and able to make the right decisions whilst knowing when to seek assistance.
• Excellent organisational and time management skills.
• The ability to work as part of a team.
• Knowledge of Microsoft Outlook, Word and Excel.
• An understanding of relevant anti-money laundering legislation.

DESIRABLE:

• Knowledge of Fiduciary Services software. "Acumen" knowledge useful but not mandatory training will be provided where necessary.
• Jersey trust company experience.
• Knowledge of other structuring vehicles eg. Limited Partnerships, Foundations, PTCs.
• Ideally STEP or ICSA qualified or part qualified.