This full-time position is based in Jersey and involves working closely with a supportive team of peers, managers, and Directors. The Trust Officer will engage with high-net-worth clients, delivering thoughtful and diligent administration tailored to individual needs and objectives. This role is ideal for candidates who bring a caring and attentive approach to their work while enjoying the challenges of problem-solving and adapting to changing priorities. A positive attitude, an inquisitive mindset, and a sense of humour are highly valued in this collaborative environment. The successful candidate may be an experienced Trust Officer or someone emerging in their career, with responsibilities and complexity of work adjusted according to their experience level. The company is committed to ethical practices and offers the opportunity for professional growth to all applicants, regardless of their career stage.
Job Duties:
- Deliver tailored administration for a portfolio of high-net-worth clients, ensuring personalised service.
- Develop a deep understanding of client structures, backgrounds, and objectives.
- Support the relevant manager or director in onboarding new clients.
- Meet clients and their advisers alongside a senior colleague.
- Act as a proactive team player, ensuring the smooth day-to-day administration.
- Adhere to the ethical charter and regulatory responsibilities in all activities.
- Prepare minutes, process payments, monitor KPIs, and maintain accurate records.
- Assist with reviews, financial statements, action points, billing, and follow-up on fees.
- Identify and escalate issues or risks promptly.
- Contribute to process improvements and assist in refining operations.
- Share knowledge and support the development of junior colleagues where appropriate.
Job Requirements:
- Must have “Entitled for Work” status, with a minimum of 5 years' residency in Jersey.
- 3 to 5 years of relevant experience with a strong track record in Trust Sector/Private Client administration.
- Strong understanding of Jersey trust and company legislation, regulation, and industry practice.
- Proven experience managing a varied portfolio, with increasing exposure to complex structures.
- Strong written and verbal communication skills.
- Good organisational skills, accuracy, and time management.
- Ability to work independently, take ownership, and exercise sound judgement.
- Collaborative approach and willingness to support colleagues.
- Working towards or having obtained the STEP Diploma in Offshore Trust Management and/or CGI Diploma/professional in Offshore Finance and Administration.
What You’ll Love:
This role offers the opportunity to play a vital part in maintaining the reputation of the organisation, with a collaborative culture that fosters personal and professional development. The environment encourages learning and innovation, ensuring that all team members thrive in their roles while having fun at work. The organisation truly values diversity and inclusivity, making the recruitment process accessible and confidential for all candidates.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
