Senior Trust Officer - Private Clients

  • Job Reference: 1446
  • Date Posted: 15 July 2024
  • 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 take direct administrative responsibility for efficiently and profitably managing a diverse portfolio of complex structures for private and corporate clients.
Key responsibilities include:
- Developing, maintaining and optimising professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention.
- Taking a constructive role within the wider business, assisting the line manager/director with day-to-day client management and supporting junior team members with their portfolio development.
- Maintaining the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management.
You will need:
- To hold a professional qualification e.g. ICSA, ACA, ACIB, STEP or a legal qualification.
- A proven track record of complex trust and administration experience
- Strong understanding of applicable trust and company regulations