Assistant Manager, Trust & Company

Jersey
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We are delighted to be supporting a leading Trust & Company Services provider in the search for an Assistant Manager to join its high-performing team. This is an excellent opportunity to take ownership of a varied portfolio while working alongside experienced Client Directors and Managers, with the chance to play a key role on one of the firm's flagship client relationships. This position offers excellent exposure to complex structures and a clear opportunity to further develop your fiduciary career, without the responsibility of line managing staff.

KEY RESPONSIBILITIES: 

  • Administer a portfolio of trusts, companies and foundations, liaising with clients, banks and investment managers as required
  • Build and maintain strong day-to-day client relationships, attending client meetings and ensuring the timely delivery of transactions
  • Take ownership of administration for a flagship client, ensuring exceptional service delivery
  • Ensure all administration is completed in accordance with internal policies, procedures and regulatory requirements
  • Maintain up-to-date knowledge of relevant legislation and AML/CFT requirements, applying these in all aspects of your work
  • Support the onboarding of new business, including the completion of client due diligence and documentation
  • Prepare accurate minutes for client entity meetings and transactions
  • Complete periodic client risk assessments and maintain accurate client records 

QUALIFICATIONS AND EXPERIENCE:

  • Approximately 8 years' relevant trust and company administration experience
  • Holding or working towards a relevant Table 4 qualification

SKILLS AND ATTRIBUTES:

  • Strong organisational and client administration skills
  • Excellent attention to detail and a proactive approach
  • Confident managing relationships with clients and professional intermediaries
  • Ability to work independently while collaborating effectively with senior colleagues
  • Enthusiastic about developing your career within the fiduciary sector
  • Must be Entitled or Entitled to Work in Jersey
Permanent
4 days ago
Job Title
Assistant Manager, Trust & Company
Reference
835
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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