Saint Helier, St Helier, Jersey
Trust Officer
Job Description:
The individual will work closely with peers, managers and directors, as well as our clients and intermediaries. The role requires attention to detail, a positive professional attitude and an ability to work collaboratively. An aptitude for juggling changing priorities, an enquiring mind and a sense of humour are also desirable.
Duties and responsibilities will include;
- Delivering efficient, considered and diligent management of a portfolio of high net-worth clients
- Developing an in-depth understanding of a designated client portfolio to ensure a personalised service is provided
- Assisting the relevant trust director with the on-boarding of new clients
- Meeting clients and their advisors, with the appropriate lead director, either in Jersey or further afield
- Being a proactive team player
- Ensuring that all activities undertaken reflect and respect our ethical charter
- Effectively delegating and training of others, including providing timely and constructive feedback to support the development of junior members of the trust team
Qualifications and skills
- Must have Entitled for Work status i.e. minimum of 5 years residency in Jersey
- A minimum of 4 years relevant industry experience in the trust sector
- An excellent standard of written, IT and communication skills
- A detailed and wide ranging knowledge and experience of administering a variety of offshore structures and asset classes/types
- Ability to work in an entrepreneurial environment as part of a small, busy team
- Initiative, adaptability, creativity
- Finalising or obtained the STEP Diploma in Offshore Trust Management and/or ICSA
- Diploma/professional in Offshore Finance and Administration
Required Skills:
Constructive Feedback Structures Directors Administration Finance Communication Training Management