Purpose of the role:
To undertake the day-to-day administration of a portfolio of Client Company and trust structures.
Responsibilities:
Day-to-day administration of a portfolio of fairly complex client cases, including bookkeeping entries and the preparation of some financial reports and statements
Ensure mutual understanding of client and expectations and commitments at outset and throughout the relationship
Assist in developing new business opportunities by developing good working relations with professional intermediaries
Keep up to date with changes in the market that have the potential to impact on offshore structures
Ensure that risk issues are reported to the Directors and Compliance as appropriate
Understand, apply and adhere to risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements
Skills required:
Good knowledge of offshore fiduciary services
A proven track record in handling complex offshore fiduciary issues
Knowledge of compliance issues and the regulatory framework
You should be educated to A level. Have a minimum of 5 to 10 years experience in fiduciary services and qualify as a C category person under the JFSC guidelines