Senior Trust Officer

  • Job Reference: 7347
  • Date Posted: 8 May 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The purpose of this role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service and maximise client retention; minimise business risk and ensure compliance with policies, risk management; prepare minutes and resolutions; ensure individual financial and non-financial targets are met; demonstrate understanding of fiduciary responsibility; contribute and achieve personal and team targets reviewing at monthly intervals; work within team to help identify areas for improvement; mentor new members of staff both on systems and policies; assist with training of junior and new staff; support team and act as back up; develop and sustain broad technical knowledge across products and services; attend client meetings and maintain full, accurate files/notes.
Good understanding of the relevant laws of the local jurisdiction is required, as well as basic features of the different types of investment product; working knowledge of MS Excel, Outlook, and Word; good numeracy skills and ability to understand routine documents; ability to deal with conflicting demands under pressure; ability to demonstrate effective communication skills; knowledge of business policies.
Five years continuous residence in Jersey required.