Trust Officer

 Job Description:

Duties and responsibilities will include:
  • Delivering efficient, considered and diligent management of a portfolio of high net-worth clients

  • Developing an in-depth understanding of a designated client portfolio to ensure a personalised service is provided

  • Assisting the relevant trust director with the on-boarding of new clients

  • Meeting clients and their advisors, with the appropriate lead director, either in Jersey or further afield

  • Being a proactive team player

  • Ensuring that all activities undertaken reflect and respect our ethical charter

  • Effectively delegating and training of others, including providing timely and constructive feedback to support the development of junior members of the trust team

Qualifications and skills
  • Must have “Entitled for Work” status i.e. minimum of 5 years residency in Jersey

  • A minimum of 4 years relevant industry experience in the trust sector

  • An excellent standard of written, IT and communication skills

  • A detailed and wide ranging knowledge and experience of administering a variety of offshore structures and asset classes/types

  • Ability to work in an entrepreneurial environment as part of a small, busy team

  • Initiative, adaptability, creativity

  • Finalising or obtained the STEP Diploma in Offshore Trust Management and/or ICSA

  • Diploma/professional in Offshore Finance and Administration

  Required Skills:

Clients Environment Offshore Development Support Structures Administration Finance Communication Training Management