Trust Officer

Jersey
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Our client is looking to recruit a Trust Officer to provide assistance to trust teams and their clients in respect of administration of trust and companies.  This is an excellent opportunity for someone as the company has a reputation as an exceptional place to work.

KEY RESPONSIBILITIES: 

  • Preparation of relevant documentation for bank transfers, lodgement/release of instruments placed with banks for safekeeping, emails and fees
  • Preparation of minutes of statutory and other meetings as advised by trust officers and senior trust officers
  • 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 trust officers of deficiencies in statutory records
  • Preparation of urgent documentation in the event of the non-availability of the Trust Secretary
  • Various computer input tasks as delegated
  • Liaison with accounts clerks to ensure that they receive all relevant documents to enable the proper maintenance of accounting records and annual accounts to be prepared
  • Assist the Senior Trust Officer with the training of an Assistant Trust Officer and provide support to all trainees within the team

QUALIFICATIONS AND EXPERIENCE:

  • Experience of Trust services industry or similar regulated business
  • Experience of Trust and Company administration

SKILLS & ATTRIBUTES:

  • Must be a self-starter and confident working on their own initiative
  • Excellent administrative, planning, organisational and time management skills
  • Competency in Microsoft Office. Training will be provided for other in-house packages as required
  • Have exceptional interpersonal skills and a client-centered approach
  • Attention to detail
  • Ability to work effectively both independently and as part of a team
  • Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels
  • Strong time management and organisational skills with an ability to meet deadlines
Permanent
1108 days ago
Job Title
Trust Officer
Reference
156
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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