Tuesday 16 April 2024
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Senior Trust Officer

Trust and Company Enquire

 

Type:Contract
Hours:Full Time
 

Full Description

Our client is looking for a Senior Trust Administrator to administer a complex portfolio of trust and companies and maintain client relationships.

You will work with the team to help identify areas for improvement and will mentor new members of staff as required on systems and internal policies.

Some of your main responsibilities will include, but won't be limited to:

  • Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;
  • Manage a mixed portfolio of company and trust structures;
  • Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints;
  • Prepare minutes and resolutions as required;
  • Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with Team Leader
  • Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported; 
  • Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using internal systems to store.

Candidates should have a good understanding of the relevant laws of the local jurisdictions and understand the basic features of the different types of investment products available.

For more information, please get in touch.

For more information please visit https://careers.asl-jersey.co.uk/careers/job/34561.


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