Tuesday 07 May 2024
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Senior Trust Manager

Trust & Company Administration Enquire

 

Type:Permanent
Hours:Full Time
Reference:2146
 

Full Description

Purpose of the role: You will be an integral part of the team responsible for ensuring delivery of excellent client service and that all client entities are maintained in line with ongoing requirements and the standards required. You will be solution-oriented and work highly collaboratively with the client directors and also with peers and administrators to share expertise and capacity, thereby underpinning the companiesprofile and reputation amongst clients and intermediaries as a leading, independent provider. Ultimately, your professionalism and approach will be key in helping to ensure that clients are retained, willing to entrust additional assets to us and that they / their advisors will want to recommend the companies to others. Key accountabilities: Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery. Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure Delivery of all client work and contact in line with the companies vision and values and expected service standards , ensuring KPIs are up to date at all times. Skills, knowledge & experience: 7 10 yrs. experience serving HNW international families Good understanding of the issues facing HNW families and their structures Proven ability in managing complex international fiduciary structures Ability to act independently but knowing when to escalate & seek guidance Positive collaboration with all Private Wealth colleagues & wider stakeholders Director of client entities/affiliate members where required

For more information please visit https://jobs.axalleine.je/job/senior-trust-manager-2146.aspx.


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