[KR11013] - EBT - Manager - Kendrick Rose

Our client is a global provider of fiduciary and administration services, there is a real appetite for growth and the business is expanding with new acquisitions both in process and projected.

The main purpose of this EBT Manager role will be to manage the day-to-day administration of a varied portfolio of Employee Benefit Trust structures and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation. This position will require the post holder to work autonomously, whenever necessary, with the ability to support the team and senior employees to ensure workload is completed accurately, effectively and efficiently.


· An enhanced level of technical knowledge, to include a relevant professional qualification (e.g. ACCA Intermediate level, ICSA Diploma, CIB, STEP Diploma) together with experience at senior administration level in the offshore industry.

· Excellent organisational and client management skills, together with a full knowledge of current EBT legislation, and the local regulatory environment. This includes a high level of awareness of risk factors and compliance procedures.

· Professional manner with the ability to relate to persons at all levels, and to identify clients’ needs, responding to these quickly and effectively.

· An advanced technical knowledge as above, including detailed knowledge of the trust company’s software and systems. Strong management skills to include a high level of integrity, excellent written and oral communication skills, and the ability to multi-task.

· Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial management issues.

· Good interpersonal and communication skills, essential to maintain and develop strong relationships with existing and potential clients, coupled with a strong awareness of marketing opportunities.

· Good interpersonal skills, with flexibility to attend after-hours functions where relevant.

· Reasonable knowledge and understanding of business strategy and polices, and detailed knowledge of compliance and technical issues to enable you to act as role model for peer group and junior staff.

· CPD is a compulsory requirement for all trust company business employees.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534715150

Email: info@kendrickrose.com

Related Downloads

Apply for this job


Applying for: Job position

Simply fill in your details below and we will forward your enquiry to Kendrick Rose . We do not retain a copy of your correspondence or attached file(s) - they are passed directly to the advertiser.
Fields marked with a * are mandatory.

Browse... .pdf, .doc, .docx only

Want to know when we publish new content?

All you need to do is sign up for our newsletter.You'll receive a daily summary email of new items which have been published.

Please be advised that the volume of Business News articles which we publish is fairly high and you should expect to receive an email most days.

You can update your preferences at any time by registering for a blglobal.co.uk account and visiting the 'Your Profile' page.


It's easy to stay current with blglobal.co.uk.

Just sign up for our email updates!

Yes please! No thanks!