Job summary

Our client is looking for a Trust Officer to join our team. You will work alongside supportive peers, managers and Directors, and you will also build strong relationships with the clients and their advisers.

The role suits someone who brings care and attention to their work, enjoys solving problems and juggles changing priorities. They value a positive attitude, an enquiring mind and a sense of humour. Above all, they are looking for someone who enjoys working collaboratively.

Whether you are an experienced or developing Trust Officer, we would be delighted to hear from you. Responsibilities and complexity of work will be adapted to your level of experience.

Responsibilities

• Delivering thoughtful, diligent administration of a portfolio of high net worth clients, ensuring a personalised service
• Developing a deep understanding of your client structures, background and objectives
• Supporting the relevant manager or director with onboarding new clients
• Meeting clients and their advisers with a senior colleague
• Acting as a proactive team player and supporting smooth day to day administration
• Ensuring all activities reflect and respect our ethical charter and regulatory responsibilities
• Preparing minutes, processing payments, monitoring KPIs and maintaining accurate records
• Assisting with reviews, financial statements, action points, billing and fee follow up
• Identifying and escalating issues or risks promptly
• Contributing to process improvements and helping refine the way we work
• Sharing knowledge and supporting the development of junior colleagues where appropriate

Qualifications and Skills

Essential

• Must have Entitled for Work status i.e. minimum of 5 years residency in Jersey
• 3 to 5 years relevant experience, specifically a strong track record in the Trust Sector / Private Client administration.
• A strong understanding of Jersey trust and company legislation, regulation and industry practice
• Experience managing a varied portfolio, with growing exposure to more complex structures
• Strong written and verbal communication skills
• Good organisation, accuracy and time management
• Ability to work independently, take ownership and exercise sound judgement
• Collaborative approach and a willingness to support colleagues
• Working towards or obtained the STEP Diploma in Offshore Trust Management and/or CGI Diploma/professional in Offshore Finance and Administration

Desirable

• Experience preparing accurate trust and company minutes
• An understanding of UK tax matters relevant to offshore trusts and companies
• Familiarity with systems such as Quantios (NAV) and Microsoft Office