Purpose of the role:
You will be responsible for a portfolio of clients, so as to ensure that 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 designated Trust Manager
- Developing relationships with clients, intermediaries, prospective clients, other professional advisors
- 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 an “C” signatory
- Ensure compliance with regulatory requirements including, where appropriate, Companies (Jersey) Law 1991 Financial Services (Jersey) Law 1998, Limited Partnership (Jersey) Law 1994, The Proceeds of Crime (Jersey) Law 1999, Collective Investment Funds (Jersey) law 1988 and ensure CPD requirements are met
Skills required:
- You must be an experienced and qualified professional with a minimum of 3 years management practice of Trust and Fiduciary services, including an understanding of business development, operational and financial activities
- Have a focus on quality service delivery supported by commercial sense, so as to identify and anticipate business opportunities, weaknesses and strengths to be able to develop appropriate initiatives that link the business with broader company initiatives within the group and into new areas through professional intermediaries and other contacts
- Good presentation and communication skills are necessary along with strong interpersonal skills are essential
- You will be expected to maintain an awareness of industry best practise and developments in other jurisdictions so that the range of services offered to client is continually reviewed
- Hold a relevant professional qualification enabling you to hold a table 5 qualification (and work towards table 4) along with relevant experience as defined by the Jersey Financial Services Commission
