Senior Trust Officer

  • Job Reference: 7537
  • Date Posted: 11 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Purpose of role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service and minimising business risk; prepare minutes and resolutions; ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business; demonstrate understanding of fiduciary responsibility to protect client and business; 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 on systems and policies; assist with training of junior and new staff; develop and sustain broad technical knowledge across products and services; attend client meetings and maintain files and notes; update personal knowledge of intermediary/wealth management market.
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.