Trainee Trust Officer

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Our Client has an opening for a Trainee Trust Officer within its private client team.

In this role, you will assist and support the Trust team with the administration of a wide-ranging portfolio of companies, trusts, and foundations to maintain a consistent and high standard of service. You will also ensure all correspondence and other communications are attended to professionally and promptly to streamline communication within the Jersey office and across the wider Group.

Responsibilities will include:

  • Creating and maintaining effective working relationships with colleagues both in the immediate department and further afield.
  • Assisting senior team members with administrative duties such as preparing for meetings, drafting client emails, and supporting the timely processing of payments.
  • Assisting and supporting the team with the administration of a balanced portfolio of Companies, Trust, and Foundations in carrying out day-to-day administration tasks.
  • Supporting the clearing of review points.
  • Liaising with clients, intermediaries, and banks to ensure a high standard of service and assisting with all relevant compliance matters where necessary.

Requirements:

  • Experience in a similar client-facing environment is desirable. 
  • Good standard of education to either GCSE or A Level equivalent, with an emphasis on Maths and English.
  • Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn would be advantageous.
  • Appropriate IT skills.
  • Good attention to detail with the ability to work to deadlines.

For more information on this role please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Trainee and Graduate
Job Posted: 
Fri, 12 Apr 2024
Closing Date: 
Fri, 12 Apr 2024
Reference: 
11881

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