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Assistant Trust Manager – Private Clients

REF: 370 | Trust Administration |
  • Location: St Helier
  • Type: Permanent
  • Job #370

Purpose of the role:

Our client is looking for an Assistant Trust Manager to assist and support the Management team with the administration of Trust & Company structures.

Responsibilities:

  • Preparation/reviewing of all client deliverables including periodic valuations and reports
  • Dealing with a varied range of client queries
  • Reviewing and signing off subscription and redemption requests
  • Bookkeeping including posting all cash transactions
  • Assist with the billing process
  • Assisting with preparing quarterly investment performance analysis
  • Inputting and approving payments using online banking systems
  • Assisting with KYC and due diligence requests and recording of information
  • Organising of Board meetings including information requests to go in Board Packs
  • Co-ordinating the various Directors’ diaries to confirm dates for Board/client meetings and setting up rooms/arranging facilities etc.
  • Supervision of the collation of Board papers from different sources and creating agendas and Board packs for the Directors
  • Use of Virtual Board Room to create Board Packs – development of this product
  • Attending at Board meetings, Committee meetings

Skills required:

  • To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
  • Have 5 years+ experience working in a Trust & Company environment
  • Have advanced accounting and/or administration skills
  • To have some Legal knowledge
  • To have some corporate tax/tax knowledge
  • To have an attitude that inspires respect and to be capable of taking the lead

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