[KR11757] - Senior Trust Administrator - Kendrick Rose

Our client is a global company with offices in 45 jurisdictions. The Senior Trust Officer is responsible for the administration and client service of a portfolio of high net worth clients. Additionally, the Trust and Corporate Senior Officer is expected to work effectively within a Trust team to ensure the delivery of efficient client service.

Main responsibilities but not limited to:

• Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within an assigned portfolio
• Assist and supervise junior team members with the administration of their portfolios
• Manage the administration and client service of a portfolio of high net worth clients
• Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
• Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio
• Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions
• Complete all tasks that arise as a result of the annual and periodic client reviews and other internal control reviews in a timely and efficient manner
• Provide ongoing cash management in respect of the client portfolio including monitoring of cash balances, fixed deposits and overdrafts

Experience required:

3-5 years’ experience in trust and company administration
• Thorough working knowledge of Trust and Company Administration, to include relevant legislation, regulation and sound understanding of basic accounting
• Ability to recognise and respond to risk situations and remain up to date with appropriate legislation and professional standards
• Ability to develop strong relationships with clients, intermediaries and colleagues
• Good communication and organisational skills
• Team player
• Accuracy and attention to details

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534715150

Email: info@kendrickrose.com

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