Senior Trust Officer
Apply for this jobOur 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