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Our client is an international Wealth business looking for an Assistant Trust Manager.
To be responsible for a complex portfolio of clients so as to ensure that a high level of service is given to clients in accordance with relevant mandates so that operational and fiduciary risk exposures are effectively managed.
Will actively work to ensure that the Jersey Trust Department meets its financial objectives in line with financial plans
Provide assistance and support to the Manager and Director, including with the management of operational projects
To be responsible for all aspects of management of a portfolio of trust and companie
To ensure the company meets its Regulatory, Risk and procedure requirements
To develop relationships with clients, intermediaries, prospective clients, and other professional advisors. This will travel where necessary
To ensure the company’s procedures and standards are met with a particular focus on effective time recording, billing and collection along with efficient process completion of Accounts, Annual Reviews and Investment Reviews
The person will ideally be an experienced and qualified professional with management experience
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