Private Client

Attending to client needs in a timely, professional manner and maintaining knowledge and control over assets and activities of trusts administered;
To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, keeping data maintained up to date and relevant;
To prepare resolutions and minutes, arranging board meetings and to presenting documents to management/directors for review;
Incorporation of companies and establishment of trusts and foundations, obtaining fee quotes from lawyers for new structures, as appropriate;
To deal with third party service providers as required and in a professional manner;
To diarise and resolve action points raised by periodic reviews on a risk-based approach and timely manner;
To assist with the completion of other compliance or regulatory matters in a timely manner;
To raise client bills in accordance with policies and procedures and collect receivables where due;
To review WIP regularly with line management so that advanced discussions can be held with clients where work falls outside of the scope of fee arrangements and where appropriate, to assist in additional fee invoices being raised where work is out of scope;
To work with compliance and management to ensure that all working practices are considered when developing and improving policies and procedures, identifying any risk controls improvements required;
To accurately record time and to achieve a daily target of 80% billable time;
To maintain a good understanding of local regulations and compliance requirements;
To assist in the training and development (mentoring) of junior team members;
Other projects as assigned and other duties that may be deemed appropriate to this role;
To introduce, develop and enhance relationships with intermediaries to expand corporate network maintaining the good reputation of the business; and
To assist Management/Directors with new business opportunities.

Competencies:

Attention to detail;
Strong time management and organisational skills;
Excellent interpersonal skills and the ability to communicate effectively with clients, intermediaries and colleagues at all levels;
Ability to work using own initiative and make decisions within the guidelines set by corporate policies and procedures;
Ability to lead and be part of a team of professionals;
Ability to work under pressure and meet deadlines;
Awareness of compliance and regulatory obligations within financial services providers; and
Good knowledge of the principal laws relevant to the Jersey financial services industry and in particular the Companies (Jersey) Law 1991, the Trusts (Jersey) Law 1984 and the Foundations (Jersey) Law 2009. Good familiarity with equivalent laws in other jurisdictions.

Professional Qualifications and Minimum Relevant Experience:

Level 4 formal qualification or studying towards;
Minimum of 3 years’ trust and company administration experience at Trust Officer level or 5 years' at Senior level, exhibiting supervisory ability and leadership qualities; and
Comprehensive understanding and good technical knowledge of TCB administration, legislative, compliance and regulatory requirements as well as an awareness of the tax implications of various structures.

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