[5997] - Trust Officer - Maven Partners

The Organisation:
Our client, a provider of tailored trust, fiduciary, fund and corporate services, is looking for a Trust Officer.

The Role:
Responsibilities include:
To ensure that all administration and client services issues are attended to in accordance with the office service standards and the company’s policy and procedures manual inform at any given time.
To ensure that correspondence and telephone contact on all matters with clients and/or their advisers is carried out in a timely and efficient manner.
Prepare instructions, monitoring completion of same and making diary notes for the section. Upkeep of minute books.
Arranging for bank accounts to be opened/closed and liaising with banks in relation to transactional matter. Up-keep of clients’ personal and corporate bank summaries and execution of transfer instructions.
Arranging for corporate documents to be notarised and legalised.
Ensure all fees for the client portfolio are charged and collected on a timely basis.

The Person:
You will possess the following key characteristics:
Knowledge of Trust and Company Administration through study and experience, to include relevant legislation and regulation. Sound understanding of basic accounting.
Understanding of local and international regulatory framework and good working knowledge of KYC and AML procedures.
Good understanding of Microsoft products and trust databases.
Possess good organisational/prioritisation skills.
Possess good interpersonal skills to allow for a good relationship with clients and colleagues.
Ability to work under pressure and meet deadlines.
Ability to work using own initiative and make decisions within corporate policies.
Enthusiasm to learn and gain a full understanding of the allocated portfolio of clients.
GCSE or equivalent standard.
Relevant qualification or ability to obtain relevant qualification.
Minimum of Category C qualification under local legislation, holding a table 5 qualification.
Minimum of 2-3 years’ experience in trust and company administration.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534864771

Email: sarahgarrood@mavenpartners.net

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