Senior Trust Officer - Private Wealth

  • Job Reference: 8553
  • Date Posted: 10 January 2023
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This role is for a Senior Trust Officer in Private Wealth.
You will be responsible for the day to day management of all client affairs within your portfolio.
Key responsibilities:
- Assist and supervise junior team members with the administration of their portfolios
- Manage the administration and client service of a portfolio of high net worth clients
- Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
-Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant   Trust/Company records within the portfolio
- Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions
They require 3-5 years experience in Trust & Company Administration and also hold a relevant qualification