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Trust Officer

REF: 363 | Trust Administration |
  • Type: Permanent
  • Job #363

Purpose of the role:

As the Trust Officer, you will assist with the maintenance and delivery of the administration of a portfolio of client entities, providing an overall quality service.

Responsibilities:

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
  • Develop working relationships with clients, intermediaries and internal contacts to maximise client retention
  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio
  • Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
  • Support a culture upholding the values

Skills required:

  • Working towards either one of the following: –
    • ICSA Certificate in Offshore Finance and Administration
    • STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry in Jersey
  • Minimum of 2 years’ Trust experience
  • Ability to be flexible and work effectively as part of a Team
  • Ability to prioritise and multi-task
  • Able to work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations

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