[587587] - Assistant Trust Manager - Boston Link

Administering Trusts is in your blood.

You've been doing it for at least 10 years.

Maybe you're in a Senior position, not ready to jump straight into a manager role, however looking to climb the ladder.

This role could be perfect for you.

Reporting to the manager and assisting the director, you will be responsible for a complex portfolio of clients ensuring that the Trust Department meets its Financial Objectives in line with Financial Plans.

Some of your main responsibilities will be as follows:

- To be responsible for all aspects of management of a portfolio of trust and companies

- 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 involve traveling to meet contacts where necessary.

- To ensure that 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 and Investment Reviews.

- Act as at a minimum of a ‘B’ signatory

- Ensuring compliance with regulatory requirements is met.

If you are a suitably qualified professional residing in Jersey, apply today for a confidential chat.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: £45000.00 - £50000.00

Related Downloads

Apply for this job


Applying for: Job position

Simply fill in your details below and we will forward your enquiry to Boston Link. 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!