Trust Manager

  • Job Reference: 7511
  • Date Posted: 22 June 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This role will assist and support Management team with administration and management of Trust structures, managing portfolio of Trusts and Companies for International High Net Worth individuals; helping with training team; ensuring strong client relationships; liaising with tax advisors, external auditors, investment advisors and review team; managing client WIP, billing and cash collection; dealing with client queries; bookkeeping for investment funds; calculating dividends payable on investment funds and payment of fees; inputting and approving payments using online banking; analyse chargeable hours targets not achieved; assist with KYC and CDD requests; review board meeting packs; review periodic valuations and reports; review accounts files of team; reviewing and signing off subscription and redemption requests; assisting with preparing quarterly investment performance analysis; achieve chargeability, WIP, recoverability and debtor targets; taking minutes at board meetings; apply internal risk management procedures.
Candidate will be professionally qualified in ICSA/ACCA/ICAEW/equivalent; 5 years+ experience in Trust & Company environment; advanced accounting/administration skills; good knowledge and understanding of general UK tax principles; able to lead others; proactive with close attention to detail; exceptional, administrative, analytical and organisational skills are essential, with accuracy; ability to communicate at all levels; working knowledge of MS Word, Excel and Access; able to use all standard business software; mastered specific accounting software; flexible, with the ability to work to time pressures; ability to manage own workload and prioritise accordingly; Team Player.
Five years continuous residence in Jersey required.