Key responsibilities:

1. Assist with the administration of a portfolio of clients of the Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.
2. Attending client meetings and preparing file notes of the same.
3. Liaising directly with clients,intermediaries, investment managers, bankers and advisors.
4. Preparation of minutes.
5. Preparation of client reviews having regard to CDD.
6. Respond to and follow up client queries and communications.
7. Meets or substantially meets all the key skills and experience requirements listed below.
8. Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.
9. Ensure that all clients are administered in accordance with the PPM and AML Manuals
10. Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.
11. Any other reasonable task we ask you to perform from time to time.
12. Abide by Group policies and procedures, AML training as amended from time to time.
13. Action any tasks required by the board or committee of the board within the timeframe agreed by the board or committee.

Key skills and experience requirements:

• A minimum of 3 years experience working in a Private Client role within the Jersey trust industry, with a minimum of 18 months at Assistant Trust Officer/ Trust Officer level.
• Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB.
• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).
• Good organisational and communication skills.
• Experience in using Quantios (Dynamic 365) and eDocs (document management system) (preferred but not essential as training will be given)