Full Description

Purpose of the role:

Undertake the administration of a portfolio of complex trust and company structures with minimum supervision.

Responsibilities:

• Liaise directly withWealth Planners, Trust Relationship Managers and Client Advisors with regard to day to day administration matters
• Review trust instruments with regard to trustee powers arrange meetings and prepare the appropriate minutes and resolutions
• Review corporate documentation and arrange meetings and prepare minutes where required
• Be responsible for client data ensuring that it is up to date and accurate
• Adopt a positive and solution orientated approach to tasks liaising with colleagues where required
• Work with internal control functions where required
• Work with external advisors where required

Skills required:

• A relevant professional qualification or working towards a relevant qualification e.g. STEP
• A minimum of three years experience in administering trust structures
• Knowledge of trust and company laws
• Good interpersonal skills to develop close working relationships with both colleagues and clients

For more information please visit https://jobs.axalleine.je/job/senior-trust-officer-(contract)-1642.aspx.

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