Our Client is seeking a Trust Officer to join their team

Key Responsibilities:

• Attending to clients’ needs in a timely, professional manner and maintaining knowledge and control over the assets and activities of entities administered
• To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, of a low-risk, non-complex nature, keeping data maintained, up to date and relevant
• Act as a primary point of contact for designated clients and intermediaries.
• Build and maintain client relationships under the oversight of the senior team members
• Review statutory documents and procedures in the context of client/internal requests and raise any suggested changes accordingly
• Responsible for ensuring CDD, reviews, and ongoing monitoring
• Preparation of standard minutes of statutory and other meetings

Key Requirements:

• Experience of Trust services industry or a similar regulated business
• Experience in Trust and Company administration
• A good awareness of Jersey local trust and company legislation and practice, including knowledge of Anti Money Laundering Laws and Orders
• Have over 2 years of experience in a trust administration role
• Hold STEP/CGI Certificate, be working towards or have a willingness to work towards the CGI/STEP Diploma

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com