Our client is a leading independent provider of fiduciary and administration solutions based in Jersey. They have an exciting role available for a Trust Officer. The successful candidate will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients and intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Role responsibilities:

• To ensure that the client is delivered the best possible service by the Wealth Structuring Group within the reasonable limitations of the agreed policies and procedures.
• To be a constructive part of the Wealth Structuring Team.
• To provide excellent service through building and maintaining long term relationships.
• To optimise client potential and deliver a consistent, seamless client experience.
• To provide advice to clients ensuring the client’s needs are met.

Core Competencies:

• Specialist Skill – Acquires and develops the specialist and technical knowledge and skill to perform the role on an ongoing basis within the changing environment of the Finance Industry.
• Business Knowledge and Contribution – Understands the broader business environment in which they work.
• Risk Management – Identifies and manages risk within their area/s and highlight these to the Manager/Senior Manager in the Wealth Structuring Group.
• Project Management – Monitors work plans for themselves to ensure that work is completed in a controlled and efficient manner.
• Knowledge Management – Uses, develops and assists the Wealth Structuring Group to implement systems and processes which enables themselves and their colleagues to capture and distribute up to date, accurate and readily accessible knowledge and information.
• Delivering Results – Effectively manages one's time and resources to ensure that objectives are achieved efficiently and on time.
• Serving our Clients – Provides clients with the products, services and solutions to suit their changing needs ensuring that they are based on sound business principles.
• Communication – Effectively applies verbal, non-verbal and written communication methods.
• Teamwork – Understands team dynamics and uses a flexible interpersonal style to contribute to the effective functioning of the team and to the completion of team goals.
• Building Relationships – Develops and maintains on going working relationships, networks and partnerships to help achieve business goals through others.

Experience and Qualifications:

• Ability work under own initiative.
• Ability to communicate effectively with clients and colleagues.
• Able to work under pressure and to tight deadlines.
• Will ideally have a professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal qualification.
• Extensive experience of Institutional clients.
• Sound knowledge of regulatory framework.
• Understanding of applicable trust and company regulations and establishment procedures.
• Strong organisational and time management skills.
• In association with the Manager/Senior Manager of the Wealth Structuring Department have the ability to interpret client needs and identify appropriate sources of information or experience to formulate structures to meet client requirements.

Please contact the Perm Team to discuss further – Tel 500000

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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