At a Glance
- Tasks: Manage complex client affairs and build strong relationships to drive new business.
- Company: Join a dynamic team in a rapidly growing trust management company.
- Benefits: Competitive salary, performance bonuses, flexible benefits, and career development opportunities.
- Other info: Enjoy a supportive environment with opportunities for training and personal development.
- Why this job: Be part of an evolving team that values your input and fosters growth.
- Qualifications: Relevant qualifications and experience in a similar role are essential.
The predicted salary is between 50000 - 65000 £ per year.
This temporary position presents an excellent opportunity for a Senior Trust Officer to assist the Trust team in managing a diverse portfolio of companies, trusts, and foundations. The successful candidate will be responsible for maintaining a high standard of service while efficiently handling complex client affairs independently, adhering to company policies and procedures.
Job Duties
- Manage the day‑to‑day affairs for complex clients independently while adhering to appointment terms and group procedures.
- Build and enhance client and intermediary relationships to foster new business opportunities.
- Identify and convert emerging business prospects.
- Attend client meetings or meetings with their advisors in Jersey or occasionally abroad.
- Maintain statutory records for entities under administration, ensuring compliance with local legislation.
- Complete all trust control functions, including periodic reviews, accounts, and updating registers within agreed timeframes.
- Ensure all client assets are accurately identified, allocated, and controlled by the trust company or delegated representatives.
- Oversee the fair charging of fees to clients and conduct periodic profitability reviews.
- Complete administrative tasks according to relevant compliant policies and procedures.
Job Requirements
- STEP/CGI or other relevant qualification.
- Strong written and verbal communication skills.
- Experience in a similar role.
- Excellent organisational and prioritisation abilities.
- Competent IT skills and a solid understanding of general compliance.
- Personal qualities such as integrity, adaptability, assertiveness, discretion, emotional resilience, and a proactive attitude.
What You'll Love
This role provides the chance to be part of an evolving team that values input into business processes. You will have access to a competitive salary along with a performance‑driven bonus, a comprehensive flexible benefits package, and numerous training and career development opportunities within a dynamic and rapidly growing environment.
Contract Senior Trust Officer employer: jobs.jerseyeveningpost.com-job boards
Join a forward-thinking team as a Contract Senior Trust Officer, where your expertise will be valued in managing a diverse portfolio of clients. Our company fosters a collaborative work culture that encourages professional growth and offers a competitive salary, performance-driven bonuses, and a flexible benefits package, all set in the vibrant location of Jersey. With opportunities for training and development, you will thrive in an environment that supports your career aspirations while maintaining high standards of service.
Contact Details:
jobs.jerseyeveningpost.com-job boards Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Contract Senior Trust Officer
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We think you need these skills to ace Contract Senior Trust Officer
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