Full Description

This full time Trust Administration opportunity involves close and regular interaction with all members of the Family Office (FO) Team, Accountants, Compliance Officers and various external business contacts (including banks, investment houses, lawyers, external accountants and property managers/estate agents).

The successful incumbent will report to the relevant FO Team Leader who is based in Jersey. 

The purpose of this role is to provide an efficient and professional administrative support service to our experienced team of Relationship Management Directors Trustees and / Senior Associates. A fantastic opportunity for someone either relatively new to the trust industry with just a couple of years experience, or for someone with around 3-5 years+ experience of working at Trust Administrator or even Officer level, who is looking for that next career move and is able to really add value to our dynamic team of experts, whilst learning and developing along the way.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES 

• Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
• Client take on and entity formation/termination
• Assist with KYC/CDD information collation and system input for client take on
• Formation of trusts, companies and foundations in any jurisdiction
• Termination of trusts, companies and foundations in any jurisdiction
• Assist with transfers in/out of entities from/to other fiduciary providers
• Assisting in client meeting preparations and efficient follow up of general matters arising
• Handling documentation and resolutions with regard to transactions and restructures
• Drafting of resolutions relating to payments and settlements, with assistance from Trustees
• Assisting with drafting of Loan Agreements, Powers of Attorney, Facility Documentation, property transaction documents and any other documentation required to facilitate action required
• Preparation of various forms, including Payment request, Investment Recommendation and Bank Account Opening forms if required
• Liaison with other teams in the Group involved in managing client bank account and investment account documentation
• Supporting in the management of compliance issues and maintenance of records ensuring that we satisfy our regulatory requirements plus preparation and supply of due diligence on entities administered to third parties
• Assisting Directors, Senior Associate and other Associates on ad-hoc client requests, administration of entities and projects as they arise and close liaison with Team Leader/Senior Associates on all tasks allocated
• Assisting with work overflow for team members and providing absence cover
• Assisting Directors, Senior Associates and other Associates in investment reviews
• Liaison with accountants in the both Jersey and Swiss office in order to ensure that financial accounts are prepared and reviewed in a timely manner for regulatory and tax purposes
• Continuous review of pending items to ensure timeous follow up and finalisation of tasks providing proper governance around client structures by gaining an understanding of these structure through assisting with day to day activities. This will include ensuring that all documents are correctly filed and systems updated in accordance with the Group’s policy and procedures
• Any other ad-hoc duties that may be required from time to time

 QUALIFICATIONS AND EXPERIENCE

• Educated to undergraduate qualified level
• Possess or be working towards (or have a willingness to work towards) securing the STEP Certificate/Diploma
• Some experience in the offshore and/or onshore financial services industry is required

 SKILLS

• Advanced Microsoft Excel and Word plus basic PowerPoint skills
• Good numeracy skills and a good commercial awareness
• Solid administration experience

  COMPETENCIES AND BEHAVIOURS

• Time Management - Schedules and manages workload effectively to ensure work is completed on time and to the required standard, thinks ahead, sets plans to achieve goals
• Team Work - Supports and works towards team goals, shares information, is helpful and co-operative, works effectively with people outside immediate team
• Excellent Communication - Communicates in a clear and relevant manner and ensures that the message is understood, listens effectively, written communication is well presented
• Client Centric - Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility and accountability for all client matters including delegated tasks
• Excellence - Delivers work of a high standard, output is accurate and error free, productivity is satisfactory and consistent.
• Proactive - Takes a proactive approach and works on own initiative where possible

If you would like to apply for this position, or encourage anyone else to apply, please direct all applications to our Jersey Central Recruitment Inbox jersey.recruitment@stonehagefleming.com where your application will be processed by our HR team. Thank you.  

 

How to apply

To apply for this job please email jersey.recruitment@stonehagefleming.com.

For more information please visit www.stonehagefleming.com.

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