Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.

Maintain a day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.

Maintaining a highly relevant understanding of policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.

Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

Actively engaging in risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.

Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of your Clients activities and structures.

Working with the Client Group to complete new business documentation and onboard.

Preparing accurate minutes for Client entity transactions.

Charging time daily and accurately in PlainSail.

Meeting chargeable time targets.

Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.

Completion of periodic Client Risk Assessments.

Attending seminars, presentations and events as appropriate.

Taking responsibility for own personal development, including meeting CPD requirements, in line with

agreed annual performance objectives.

Championing and actively modelling the Imperium values and behaviours.

Key Qualifications, Skills, and Abilities Required for the Role

Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice

Schedule 1:

At least two years relevant experience; and

Either holding or working towards a Table 5 qualification - https://www.jerseyfsc.org/industry/guidance-

and-policy/professional-qualifications-trust-company-business/

Based in Jersey.

A sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.

High standard of oral and written communication skills.

High level of accuracy and attention to detail.

An enquiring and analytical mindset.

Strong task and diary management skills with a focus on task completion and delivery.

Strong interpersonal skills with the confidence to approach people at all levels of seniority.

Appropriate and accurate use of systems.