Senior Trust Officer

  • Job Reference: 7360
  • Date Posted: 1 September 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, developing working relationships with clients and maximising client retention and minimising business risk; ensuring compliance with policies and appropriate risk management; dealing with enquiries or complaints; preparing minutes and resolutions; ensuring individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business; 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 and train new members of staff; develop and sustain broad technical knowledge across products and services; attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations.
Candidate will have good understanding of relevant laws of local jurisdiction; understand basic features of 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 procedures, standards, policies and procedures.
Five years continuous residence in Jersey required.