To assist with the efficient and profitable administration of a number of trusts and company structures allocated to the team. Specifically, responsible for the comprehensive administration of complex vehicles under their charge.
Minimum Qualification:
- Diploma in Finance and Accounting
Experience Required :
- 5 - 7 years experience in Wealth and Investment
- Require knowledge of companies and trusts in various jurisdictions and knowledge of trust and company administration. Candidate should be able to interpret most trust deeds, company memorandum and articles of association / constitutions and associated documents. Ability to understand financial and accounting requirements for trusts and companies. Competent knowledge and understanding of fiduciary risks of structures in multiple jurisdictions.
Key Outputs :
- Act as part of the team and build effective relationships across Wealth and Investment in Jersey and other jurisdictions. Act as an authorised signatory.
- Develop relationships with clients in order to grow the business and provide a high quality service to meet their needs. Ensure adherence to all group standards / policies. Ensure adherence to the Administration Charter.
- Assist in developing the business of the company by identifying new business opportunities for the company and its sister companies and referring all potentials to a Trust Executive
- Monitor and manage risks in the administered portfolio of client entities to ensure compliance with corporate and regulatory standards.
- Constantly advise clients on the status of their queries and intended resolution.
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Developing Strategies
- Documenting Facts
- Following Procedures
- Interpreting Data
- Managing Tasks
- Providing Insights
- Resolving Conflict
- Showing Composure
- Taking Action
- Team Working
Technical Competencies:
- Business Administration Skills
- Customer Understanding (Business Banking)
- Data Management (Administration)
- Financial Industry Regulatory Framework
- Industry Knowledge
- Interpreting Financial Statements
- Risk Acceptance
#SBO