[KR11793] - Trust Manager Private Clients - Kendrick Rose

Our client is a global leader in corporate and fiduciary services, fund administration and capital markets. They are looking for a Trust Manager in their Private Client Team.

The successful person will take responsibility for the administration of a limited portfolio of complex and high risk trusts and companies and provide management and technical support to a team of Administrators in one of the four business lines of the Group.

To ensure adherence with Group policy and procedure at all times and liaising with the management team to ensure smooth operation of the department and the provision of professional and high quality service to clients for which the Group provides services.

To take responsibility for the administration and accounting needs of a limited client portfolio of more complex, demanding and/or high risk trusts, companies or other entities.
To manage risk exposure by ensuring Risk/Review procedures are followed at all times and be aware of the need for professional advice and have a good understanding of local Regulatory matters. Monitor the risk profile of matters under administration and ensure that high risk matters receive the appropriate level of attention and monitoring. Escalating any issues arising promptly to other members of the management team and Directors as appropriate. To take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers.

To participate in and contribute to management meetings and implement decisions taken or carry out any function/activity reasonably required by the Directors or Span of Control Committee.
To manage the flow of new business, liaising with Directors etc. to ensure proper allocation and apportionment of new business or tasks to team members with the appropriate skills and experience.

Ideally a minimum of 10 years' experience in Trust and Company administration/financial services environment.
As a result of study and experience possess a comprehensive understanding and strong technical knowledge of Trust Administration, Jersey Company Law and the tax implications of various structures.
Proven supervisory experience.

Features & Requirements

Further Information

Location: Jersey

Profession: Financial Services

Salary: Negotiable

Contact Details

Phone: 01534715150

Email: info@kendrickrose.com

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