Our client is seeking a Senior Trust Officer to take responsibility for the administration of a varied portfolio of trusts, companies, foundations, and other entities. This role is full-time and will primarily focus on ensuring client needs are met in a timely and professional fashion while maintaining control over assets and activities.
Job Duties:
- Attend to client needs professionally, ensuring satisfaction and ongoing communication.
- Maintain knowledge and control over assets and activities of administered trusts.
- Prepare resolutions and minutes, arrange board meetings, and present documents for review by management and directors.
- Handle the incorporation of companies and establishment of trusts and foundations, obtaining fee quotes as necessary.
- Liaise with third-party service providers professionally and efficiently.
- Record action items from periodic reviews and resolve them promptly using a risk-based approach.
- Assist with compliance or regulatory matters in a timely manner.
- Raise client bills in accordance with policies, ensuring receivables are collected as due.
- Regularly review work-in-progress with management and assist in raising additional fee invoices when necessary.
- Collaborate with compliance and management to enhance policies and procedures while identifying improvements needed in risk controls.
- Accurately record time, striving to achieve a daily target of 80% billable time.
- Maintain a strong understanding of local regulations and compliance requirements.
- Assist in mentoring and training junior team members.
- Engage in various projects and duties as assigned by management.
- Develop and enhance relationships with intermediaries to expand the corporate network and uphold the business's good reputation.
- Assist management and directors with new business opportunities.
Job Requirements:
- Level 4 formal qualification or evidence of studying towards it.
- A minimum of 4 years' trust and company administration experience at Trust Officer level or 5 years at Senior level, demonstrating supervisory abilities and leadership qualities.
- Comprehensive understanding and good technical knowledge of trust and company administration, along with legislative and regulatory requirements.
- Awareness of tax implications relating to a variety of structures.
- Attention to detail and strong time management skills.
- Excellent interpersonal skills to effectively communicate with clients, intermediaries, and colleagues at all levels.
- Ability to work independently, make decisions within established guidelines, and lead a team of professionals.
- Capability to work under pressure and meet deadlines.
- Awareness of compliance and regulatory obligations within financial services providers, particularly relevant to the Jersey financial services industry, including the Companies (Jersey) Law 1991, the Trusts (Jersey) Law 1984, and the Foundations (Jersey) Law 2009, as well as familiar laws in other jurisdictions.
What You’ll Love:
This role offers the chance to play a key part in maintaining the jurisdiction's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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