To provide assistance to the Senior Trust Officer in the administration of a portfolio of trust and company clients

Responsibilities:

• Attending to clients needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered

• To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, of a non-complex nature
  

• Prepare minutes/resolutions/other related documents/payments/distributions of a non-complex nature and present to management/directors for review

• Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts.

• Preparation of standard minutes of statutory and other meetings as advised by trust officers and senior trust officers.

• Preparation of relevant documentation for change in client circumstances (e.g.,Registered Office, Shareholders, Directors, Secretary etc)

• Manage your Teams In-tray and ensure all mail is dealt with in a timely fashion

• Advising trust officers of deficiencies in statutory records.

• To diarise and resolve action points raised by periodic reviews on a risk-based approach and timely manner

• Observe and reinforce internal control policies and procedures and statutory guidelines as applicable to the role

• Support the Senior Trust Officer with any relationship tasks including bank account opening, fee billing, review points

Requirements:

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,

Sorry No Sponsorship available