Senior Trust Officer

Jersey
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Our client is looking to recruit a Senior Trust Officer to provide administration services to a portfolio of trust and company clients and to act as a team leader and manage a team of three. 

This is an excellent opportunity for someone as the company has a reputation as an exceptional place to work.

KEY RESPONSIBILITIES:

  • Providing support and supervision to other team members in the execution of their roles. Delegating tasks to team members and monitoring the completion of these
  • Attending client meetings as required and preparing all documentation in preparation of the meeting and files notes and action lists from the meeting
  • Preparation of minutes of statutory and other meetings
  • Preparation of relevant documentation for change in client circumstances
  • Filing of documents in accordance with laid down procedures outlined in the Procedures Manuals
  • Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
  • Advising Directors of deficiencies in statutory records and working to resolve any issues arising
  • Liaison with accounts clerks to ensure the proper maintenance of accounting records and annual accounts to be prepared

QUALIFICATIONS AND EXPERIENCE:

  • Have 5 years+ of experience in a trust administration role and hold or be working towards a recognised trust qualification (STEP Diploma or similar)

SKILLS & ATTRIBUTES:

  • Experience of Trust services industry or similar regulated business
  • Experience of Trust and Company administration
  • A good awareness of Jersey local trust and company legislation and practice, including good knowledge of Anti Money Laundering Laws and Orders
  • Attention to detail
  • Ability to work efficiently and effectively and manage other team members
  • Strong time management and organisational skills with an ability to meet deadlines
  • Competency in Microsoft packages. Training will be provided for other in-house packages as required
Permanent
1060 days ago
Job Title
Senior Trust Officer
Reference
157
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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