Trust Manager / Officer / Private Client Trust Administrator who has trust management experience with offshore and/or onshore financial services industry experience is required for a company based in St. Helier, Jersey.
SALARY: £42,000 - £48,000 per annum (depending on experience) + Benefits
LOCATION: St. Helier, Jersey
JOB TYPE: Full-Time, Permanent
JOB OVERVIEW
We have a fantastic new job opportunity for a Trust Manager / Officer / Private Client Trust Administrator who has trust management experience with offshore and/or onshore financial services industry experience.
Working as the Trust Manager / Officer / Private Client Trust Administrator you will provide an efficient, professional administrative support service to the Relationship Management Directors Trustees and / Senior Associates across the Relationship Management team.
As the Trust Manager / Officer / Private Client Trust Administrator you will need previous experience in a similar role, with advanced Microsoft Excel skills and good numeracy and commercial awareness.
APPLY TODAY
If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.
DUTIES
Your duties as the Trust Manager / Officer / Private Client Trust Administrator include:
- Communicate with third party service providers, including banks, investment houses, solicitors and property managers / estate agents
- Client take on and entity formation / termination
- Assist with KYC/CDD information collation and system input for client take on
- Formation and termination of trusts, companies and foundations in any jurisdiction
- Assist with transfers in/out of entities from/to other fiduciary providers
- Assist in client meeting preparations and efficient follow up of general matters arising
- Handle documentation and resolutions with regard to transactions and restructures
- Draft resolutions relating to payments and settlements. Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents
- Prepare various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
- Liaise with other teams in the Group involved in managing client bank account and investment account documentation
- Support the management of compliance issues and maintenance of records ensuring that they satisfy the regulatory requirements plus preparation and supply of due diligence on entities administered to third parties
CANDIDATE REQUIREMENTS
- Previous experience working in a similar role
- Membership of TEP / STEP (Society of Trust and Estate Practitioners) highly desirable
- Advanced Microsoft Excel and Word plus basic PowerPoint skills
- Good numeracy skills and a good commercial awareness
- Solid administration experience
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P12240
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