Due to expansion, our Client is seeking to appoint a Trust Officer to its private client team.

As Trust Officer, 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 our Jersey office and across the wider Group. 

Responsibilities will include:

• Creating and maintaining effective working relationships with colleagues both in the immediate department and across jurisdictions.
• Assisting senior team members with administrative duties such as preparing for board meetings, drafting client emails, and supporting the timely processing of payments.
• Assisting and supporting the team with the administration of a portfolio of Companies, Trust, and Foundations carrying out day to day administration tasks.
• Liaising with clients, intermediaries, and banks to ensure a high standard of service and assist with all relevant compliance matters where necessary.
• Ensuring all administrative tasks are always completed according to the relevant compliance policies and procedures.

Requirements:

• Experience working in a similar role within a financial services firm.
• Studying towards or holding a relevant professional qualification, with the flexibility and a willingness to learn.
• Appropriate IT skills, Microsoft package an advantage.

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