[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

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