Job Description
Responsibilities (how we will measure success)
* Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
* Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
* Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
* Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
* Effectively manage time input and work in progress on own portfolio
* Assist senior members of the Team where required
Tasks (what does the role do on a day-to-day basis)
* Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
* Participate fully and proactively in the promotion of a constructive “client servicing” culture
* Provide timely and constructive feedback on client administration matters
* 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
* Invite feedback and look to improve performance
* Acquire knowledge of business activities, products and services
* Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
* Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
* Ensure client procedures are followed at all times
* 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
* Maintain proper and orderly client records
* Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
* Grow commercial awareness and develop a good level of competitor and industry awareness
* 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
* Pro-actively comment on processes with respect to improvements and efficiencies
* Ensure that the Company’s 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
* Provide timely responses to compliance queries and highlight any risk issues that arise
* Be aware of and report suspicious transactions/complaints and guide other team members where required
Qualifications
Required Experience
* 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
* Minimum of 2 years’ Trust experience
* Ability to be flexible and work effectively as part of a Team
* Ability to prioritise and multi-task
* Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
* Good analytical and numerical skills
* Excellent Trust administration skills
* Good written and oral communication skills
* Good organisational skills
* Working knowledge of Microsoft packages including Excel, Outlook and Word
* Good attention to detail
* Ability to demonstrate effective verbal and written communication skills
* Good understanding of the duties and responsibilities of a Fiduciary