Trust Manager

  • Job Reference: 7446
  • Date Posted: 29 June 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role overseeing portfolio administration and own caseload of highly complex cases; monitoring control checklists for accounts preparation, billing and periodic reviews; ensure monthly billing targets achieved; monitor individual time charging targets and write offs and individual fee invoices generated and monitor debts; chair team meetings if Director absent; review and check team outgoings; attend management meetings; delegate to and supervise administrative team; carry out performance and development reviews and identify training requirements; monitor investment portfolio reviews; attend client meetings; liaise with intermediaries and investment brokers, investment managers and third parties; keep up to date with changing regulatory environment and new legislation; act as Director or Alternate Director at client company board meetings; achieve financial targets; ensure client time recording accurate for invoicing purposes.
Five years continuous residence in Jersey required.