Associate, Fiduciary Management

  • Job Reference: 8701
  • Date Posted: 6 March 2023
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services  business.
You will be designated a list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time. You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.
Key Responsibilities:
- Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group
- Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships
- Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management