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Trust Officer

eFinancialCareers
Job LocationAll Saints
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job DescriptionWe are hiring! Our Private Wealth team are on the lookout for a Trust Officer to join the Jersey office, to work closely with the Senior Officers and assist with the day-to-day administration of private client portfolios. Tasks

  • Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
  • Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
  • Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Acquire knowledge of business activities, products and services
  • Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
  • Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
  • Assist with project work as the business requires
  • Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
  • Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
  • Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
  • Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
  • Ensure that the Companys policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
  • Be aware of and report suspicious transactions/complaints and guide other team members where required.
Qualifications
  • Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry in Jersey
  • Previous Trust experience preferred
  • Excellent Trust administration skills.
Additional informationAt IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We alsooffer opportunities across our service lines and our international network of offices. Company descriptionIQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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