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Trust Officer

REF: 360 | Trust Administration |
  • Location: St Helier
  • Type: Permanent
  • Job #360
Purpose of the role:

You will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Responsibilities:

  • Ensure that the client is delivered the best possible service by the Wealth Structuring Group within the reasonable limitations of the agreed policies and procedures
  • Be a constructive part of the Wealth Structuring Team
  • Provide excellent service through building and maintaining long term relationships
  • Optimise client potential and deliver a consistent, seamless client experience
  • Provide advice to clients ensuring the clients needs are met
  • Demonstrate and promote core values as detailed below
  • Update, scan, file and archive records as necessary to comply with the record retention policies
  • Respond to internal communications concerning matters affecting the operation of any aspect of the business in a timely manner
  • Contribute towards the successful delivery of remediation and other projects approved by the SEG, be that by way of constructive feedback, membership of working parties, research and delivery of information not readily available from the systems and/or the performance of data input or other administrative tasks
Skills required:
  • Ability work under own initiative
  • Ability to communicate effectively with clients and colleagues
  • Able to work under pressure and to tight deadlines
  • Ideally have a professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal qualification
  • Extensive experience of Institutional clients
  • Sound knowledge of regulatory framework
  • Understanding of applicable trust and company regulations and establishment procedures
  • Strong organisational and time management skills
  • In association with the Manager/Senior Manager of the Wealth Structuring Department have the ability to interpret client needs and identify appropriate sources of information or experience to formulate structures to meet client requirements

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