[5945] - Trust and Company Officer - Private Clients - Maven Partners

The Organisation:
Our client, an organisation that manages investments, is looking for a Trust and Company Officer to join their highly respected Private Clients team.

The Role:
Responsibilities include:
Administration of portfolio entities in accordance with group policies and procedures.
Preparation of payment instructions, liaison with banks, reconciliations and dealing with queries.
Bookkeeping undertaken on a timely basis.
Prepare financial accounts on an annual basis.
Ensure all documentation is up to date and stored in the appropriate location.
Maintain client and entity data on internal systems and software as appropriate.
Prepare annual returns and undertake annual client entity reviews.
Be aware of relevant legislation, particularly the anti-money laundering and combating the financing of terrorism legislation (AML/CFT).
Maintain and develop working relationships with external and service providers and third party intermediaries.

The Person:
You will possess the following key characteristics:
Educated to degree level, ideally with/working towards a professional qualification.
5+ years comprehensive experience within the Trust industry.
Knowledge of yacht owning/operating companies essential.
Good technical knowledge of trust and corporate administration and accounting.
Knowledge of local legislation, regulation and corporate governance best practice.
High degree of self-motivation, initiative and enthusiasm.
The ability to communicate effectively.
Proficient in Microsoft Office and other software packages as appropriate.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534864771

Email: sarahgarrood@mavenpartners.net

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