Trust Officer
Jersey, Channel Islands
As Trust Officer, you will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients intermediaries and other stakeholders.
You will work with the support of your line management to identify and mitigate risk across their span of control and will be responsible for supporting more junior members of the team.
Key Accountabilities
As Trust Officer, you will ensure that you deliver high quality service to all clients intermediaries and stakeholders, to ensure longevity of relationships. You will interact directly with your clients as required, identifying client needs and delivering upon opportunities to drive up levels of client service as well as seeking to identify new business opportunities. You will also ensure that you deliver on client commitments to agreed deadlines and to a high standard.
Knowledge and Experience
We are looking for a Trust Officer with 3-5 years relevant experience within the fiduciary field and who will demonstrate good client service delivering against the needs and demands of high net worth clients. You will demonstrate an understanding of the technical principles of day to day fiduciary administration. It is expected to have an awareness of current issues affecting fiduciary structures and the clients for whom we act.
As Trust Officer, it is expected that you hold or are studying towards a relevant professional qualification (such as STEP or ICSA), and to be educated to A-Level standards, or equivalent. Once qualified you will also be expected to maintain the relevant Continued Professional Development (CPD) hours in line with your relevant qualification.
For more information or to request a copy of the full job description, please email [email protected]
All agency emails and queries should be sent to [email protected]
