Trust Manager/Senior Trust Manager - Private Clients

Our client is seeking an experienced Senior/Trust Manager

The ideal candidate will take responsibility for the administration and accounting needs of a limited client portfolio of more complex, demanding and/or high-risk trusts, companies, or other entities and:

  • Demonstrate a comprehensive experience of trust and corporate administration with a strong understanding of industry best practices, corporate governance and a thorough understanding of the local regulatory environment.
  • Demonstrate a strong technical knowledge of Trust Administration, Jersey Company Law and the tax implications of various structures.
  • Effectively manage the Administrators to ensure a positive and expeditious approach to all client work.
  • Manage risk exposure by ensuring risk/review procedures with a good understanding of local Regulatory matters, and promotion of a constructive pro-compliance culture that adopts a risk-based approach.
  • Monitor the risk profile of matters under administration and ensure that high-risk matters receive the appropriate level of attention and monitoring, maintaining a good understanding of local Regulatory requirements.
  • Manage the billing and aged debt position of personal and team matters effectively.
  • Assist the team and business concerning client relationships and attend meetings with clients and other professional advisers.
  • Act as a role model to implement a culture which supports the business.
  • Ensure the brand is always upheld and represent the Company professionally at client meetings.
  • Act as an authorised signatory.

Professional qualifications/experience:

  • Ideally, the post holder will have completed a professional/relevant qualification to a Professional Level recognised by the JFSC (e.g. ICSA / STEP / ACCA / Qualifying Law degree etc)
  • A minimum of 10 years of trust and company administration/relevant experience
  • Maintain continual professional development at a level required by the role and/or existing professional qualifications to meet regulatory requirements

If you possess proven supervisory experience, demonstrate leadership and management skills, and have a passion for excellent client service, operational effectiveness and efficiencies, this could be the perfect role for you in a unique Trust business.

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com.

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Thu, 22 Feb 2024
Closing Date: 
Wed, 22 May 2024
Reference: 
11817

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