Purpose of the role:
You will be responsible for a complex portfolio of clients, ensuring a high level of service is given to clients in accordance with relevant mandates so that operational and fiduciary risk exposures are effectively managed.
Responsibilities:
- Provide assistance and support to the Director, when required
- Develop relationships with clients, intermediaries, prospective clients and other professional advisors. This will involve travelling to meet contacts where necessary
- To ensure that the company's procedures and standards are met with a particular focus on effective time recording, billing and collection along with efficient process completion of accounts, annual and investment reviews
- Act as a minimum of a B Signatory
Skills required:
- You must be an experienced and qualified professional with a minimum of 10 years' management practice of Trust and Fiduciary Services
- Expected to maintain an awareness of industry best practice and developments in other jurisdictions
- Hold a relevant professional qualification, enabling you to hold a table 5 qualification (and working towards table 4) along with relevant experience as defined by the Jersey Financial Services Commission
