Contract Senior Trust Officer

This temporary position presents an excellent opportunity for a Senior Trust Officer to assist the Trust team in managing a diverse portfolio of companies, trusts, and foundations. The successful candidate will be responsible for maintaining a high standard of service while efficiently handling complex client affairs independently, adhering to company policies and procedures. Key responsibilities will include building and developing client relationships, identifying new business opportunities, and ensuring compliance with local legislation through meticulous maintenance of statutory records. Additionally, effective communication across the Jersey office and the wider organisation will be crucial. The candidate will also have the chance to contribute to improvements in business processes and be rewarded accordingly within a supportive team environment.

Job Duties:

• Manage the day-to-day affairs for complex clients independently while adhering to appointment terms and group procedures.
• Build and enhance client and intermediary relationships to foster new business opportunities.
• Identify and convert emerging business prospects.
• Attend client meetings or meetings with their advisors in Jersey or occasionally abroad.
• Maintain statutory records for entities under administration, ensuring compliance with local legislation.
• Complete all trust control functions, including periodic reviews, accounts, and updating registers within agreed timeframes.
• Ensure all client assets are accurately identified, allocated, and controlled by the trust company or delegated representatives.
• Oversee the fair charging of fees to clients and conduct periodic profitability reviews.
• Complete administrative tasks according to relevant compliant policies and procedures.

Job Requirements:

• STEP/CGI or other relevant qualification.
• Strong written and verbal communication skills.
• Experience in a similar role.
• Excellent organisational and prioritisation abilities.
• Competent IT skills and a solid understanding of general compliance.
• Personal qualities such as integrity, adaptability, assertiveness, discretion, emotional resilience, and a proactive attitude.

What You’ll Love:

This role provides the chance to be part of an evolving team that values input into business processes. You will have access to a competitive salary along with a performance-driven bonus, a comprehensive flexible benefits package, and numerous training and career development opportunities within a dynamic and rapidly growing environment.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here