Full Description

Purpose of the role:

To provide assistance to the Senior Trust Officer in the administration of a portfolio of trust and company clients.

Responsibilities:

• Attendto clients needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered
• Take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, of a non-complex nature, keeping data maintained, up to date and relevant
• Prepare minutes/resolutions/other related documents/payments/distributions of a non-complex nature and present to Management/Directors for review
• Preparation of application forms for bank and investment accounts and other forms required for client companies and trusts
• Preparation of standard minutes of statutory and other meetings as advised by Trust Officers and Senior Trust Officers
• Preparation of relevant documentation for change in client circumstances (e.g., Registered Office, Shareholders, Directors, Secretary etc)

Skills required:

• Have 3 -5 years of experience in a trust administration role and hold or be working towards a recognised trust qualification
• Experience of Trust services industry or similar regulated business
• Experience of Trust and Company administration
• A good awareness of Jersey local trust and company legislation and practice, including knowledge of Anti Money Laundering Laws and Orders
• Attention to detail

For more information please visit https://jobs.axalleine.je/job/trust-officer-1624.aspx.

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