Manager - Trust & Corporate
20 August by Search & Select
Reference ID: 204751
Duration:
Unspecified
Salary: To be advised
End Date: 10 Oct 2024
Job Description
Our client seeks a Manager - Trust & Corporate to join their team. Role Profile:
A diverse role which is pivotal to business success. A large part of the role is
to establish and develop client relationships and build the reputation as a
client focused business who meet and exceed client expectations. Responsible for
the administration of a portfolio of companies, trusts and other entities
ensuring that the affairs of the clients are managed in accordance with the
relevant laws and the standard of client services set by the firm, in liaison
with the relevant Trust Manager and Client Director. Key Responsibilities:
Administering a varied portfolio taking responsibility for the proper
performance of all necessary administration tasks required to comply with
requirements of the client and relevant legislation.Managing client
relationships, attendance at meetings as appropriate including all preparation
as necessary.Ensuring that the relevant Trust Manager/Client Director are kept
informed of activities at all times.Ensuring minutes and resolutions for
entities under management (companies, trusts, foundations etc) are prepared as
required.Responsible to ensure all statutory records/returns are prepared and
submitted.Responsible to ensure statutory database/registers are maintained and
up to date.Preparation of correspondence in accordance with firm's
procedures.Ensuring that all client requests / correspondence is dealt with in a
prompt, professional and efficient manner.Completing client take-on
documentation prior to commencing administration and liaise with relevant
contact on hand-over of new clients.Ensuring that the Compliance department is
kept up to date with changes to clients' circumstances. Supervising and
assisting in the training of any Junior Administrator, Administrator or Trust
Officer within the department, providing regular information feedback and
identifying any additional training needs.Considering at all times the 'Money
Laundering' and 'Customer Due Diligence'; issues and report any concerns as
appropriate.Completing and inputting time in the time billing system on a daily
basis.Completing any other duties as may be required from time to time in
accordance with the requirements of the role, team and evolving nature of the
function.In all aspects of your role, display and adhere to vision and values of
Client Focus, Excellence in Execution, Integrity, Innovation, Value, Development
and Leadership. Key Skills & Experience: Hold or be working towards a relevant
professional qualification e.g., ACCA, STEP, ICSA Have a minimum of 5 years post
qualifying experience or at least 10 years industry experience.Excellent
understanding of Trust and Company accounting Excellent experience of Jersey
fiduciary regulations, structures and Jersey law.Excellent knowledge of Outlook,
Word, Excel, etc.Good knowledge of databases such as Unity would be
useful.Excellent understanding of Corporate and Trust Structures.Excellent
understanding of AML legislation relative to own work.Good knowledge of double
entry book-keeping. If you have the required skills please apply online at
searchandselect.com quoting reference number: 14728