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.
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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.
#J-18808-Ljbffr
Contact Details:
jobs.jerseyeveningpost.com-job boards Recruitment Team
