Senior Trust Officer

Our Client has an opening for a Senior Trust Officer to manage a portfolio of client companies and trust structures.

Responsibilities:

  • Oversee day-to-day administration of a portfolio of fairly complex client cases.
  • Develop long-term client relationships, maintaining regular contact. 
  • Liaise with investment advisors, asset managers, and other third parties as required.
  • Critically review financial reports and understand relevant tax issues.
  • Identify and propose service enhancements and manage risks.

Requirements:

  • Educated to A Level standard or equivalent.
  • 5-10 years' experience in fiduciary services and qualify as a C-category person under the JFSC guidelines.
  • Proven track record in handling complex offshore fiduciary issues.
  • A proven track record in client relationship management

For more information on this role please contact Jamie on (01534) 707812 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 09 Jan 2025
Closing Date: 
Wed, 09 Apr 2025
Reference: 
12372

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