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Associate – Relationship Management / Trust Administrator

REF: 255 | Trust Administration |
  • Location: St. Helier
  • Type: Permanent
  • Job #255

Purpose of the role:

The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Management Directors Trustees and / Senior Associates.

Responsibilities:

  • Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
  • Client take on and entity formation/termination
  • Assist with KYC/CDD information collation and system input for client take on
  • Formation of trusts, companies and foundations in any jurisdiction
  • Termination of trusts, companies and foundations in any jurisdiction
  • Assist with transfers in/out of entities from/to other fiduciary providers
  • Assisting in client meeting preparations and efficient follow up of general matters arising
  • Handling documentation and resolutions with regard to transactions and restructures
  • Drafting of resolutions relating to payments and settlements, with assistance from Trustees. Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required
  • Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
  • Liaison with other teams in the Group involved in managing client bank account and investment account documentation
  • Supporting in the management of compliance issues and maintenance of records ensuring that they satisfy their regulatory requirements plus preparation and supply of due diligence on entities administered to third parties
  • Assisting Directors, Senior Associate and other Associates on ad-hoc client requests, administration of entities and projects as they arise and close liaison with Team Leader/Senior Associates on all tasks allocated
  • Assisting with work overflow for team members and providing absence cover
  • Assisting Directors, Senior Associates and other Associates in investment reviews
  • Liaison with Accountants in the both Jersey and Swiss office in order to ensure that financial accounts are prepared and reviewed in a timely manner for regulatory and tax purposes
  • Continuous review of pending items to ensure timeous follow up and finalisation of tasks providing proper governance around client structures by gaining an understanding of these structure through assisting with day to day activities. This will include ensuring that all documents are correctly filed and systems updated in accordance with the Group’s policy and procedures
  • Any other ad-hoc duties that may be required from time to time

Skills required:

  • Educated to undergraduate qualified level
  • Some experience in the offshore and/or onshore financial services industry
  • Advanced Microsoft Excel and Word plus basic PowerPoint skills
  • Good numeracy skills and a good commercial awareness
  • Solid administration experience

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