Trust Manager

Jersey
Apply for this job

Our client is seeking a Trust Manager, to join the team.  The successful candidate will deliver a high-quality trust and company administration service to develop and enhance client relationships and to assist the Senior Trust Manager with the efficient running of the teams.

KEY RESPONSIBILITIES:

  • Actively develop and maintain working relationships with complex and/or high net worth clients, intermediaries and internal contacts in order to provide a quality service
  • Manage and develop a complex portfolio of company and trust structures
  • Maintain the highest level of trust and company administration by monitoring the team’s timeliness, accuracy and output and acting as a point of reference
  • Prepare resolutions and minutes as required
  • Cash management of client portfolio, including the control and clearance of fees
  • Ensure that team and individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business
  • Assist with completion of all budget calculations
  • Demonstrate a thorough understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
  • To encourage a culture of upholding the company values and act as a role model to the team

QUALIFICATIONS AND EXPERIENCE:

  • Good understanding of the relevant laws of the local jurisdiction

SKILLS AND ATTRIBUTES:

  • Understand the basic features of the different types of investment product
  • Working knowledge of Microsoft packages
  • Good numeracy skills and ability to understand routine documents
  • Ability to deal with conflicting demands under pressure
  • Ability to demonstrate effective communication skills
  • Knowledge of business procedures, standards, policies and procedures
Permanent
721 days ago
Job Title
Trust Manager
Reference
197
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
Apply for this job Send to a friend

This site uses cookies to ensure the best experience. By continuing to use this website, you agree to their use. Learn more about our privacy policy