This Jersey (St Helier) based provider of both trust and offshore company management and administration services is keen to hire a new Trust Structurer to boost the ranks of their trust practice. This role will be based in their new state of the art St Helier head office.
This role has resulted from growth across their whole client portfolio for their bespoke tax efficient trust structures. The Trust Structurer sits within a well-established team who are all involved in providing a high quality service to a large and diverse portfolio of clients. These customers include private individuals, the referred clients of other financial institutions and a number of banks and other offshore asset managers
The main responsibilities and key accountabilities of the Trust Structurer are as follows:
- To develop working relationships with clients, intermediaries and internal contacts to ensure full client retention is maintained. There will also be the opportunity for new business development and following up a regular series of warm leads and introductions.
- To maintain the highest level of trust and company administration; in order to minimize business risk. The Trust Structurer at all times must adhere to the culture of compliance by monitoring that their work is line with all the firms policies, appropriate risk management frameworks and that they uphold the principle of treating customers fairly.
- To maintain regular and effective communication both written and verbal with the clients in their customer portfolio.
- To action effectively any tasks / questions / queries that may arise from undertaking any of the above.
- To undertake written correspondence (primarily non-technical), to include letters, e-mails and faxes. This can and will include preparing accurate file notes where needed.
- To attend client and intermediary meetings with a senior colleague in order to develop working relationships, actively develop personal skills and knowledge through observation and assist in the preparation of meeting notes and file notes.
- Awareness and understanding of cross-selling opportunities.
- Demonstrate awareness of the financial services industry.
- To create and complete correspondence, record keeping, file notes and minutes.
- To meet financial targets as agreed in order to maintain a sustainable fiduciary business.
- To act as an effective member of the fiduciary team in order to assist in the meeting of business objectives.
For serious consideration for the Trust Structurer vacancy you should fit the following profile:
- At least three years in a Fiduciary environment required
- Qualified with an ICSA or STEP
- An understanding of the relevant laws relating to ’Trust Company Business’ in the role location.
- An understanding of the duties and responsibilities of a Fiduciary.
- An understanding of industry best practice in relation to Trust and Company administration.
- Ability to demonstrate effective communication and basic relationship skills.
- Good numeric skills and ability to understand basic trust and company legal documents.
- Attention to detail and accuracy.
- Some knowledge of other related Jurisdictions laws in relation to ’Trust Company Business’.
- Working knowledge of Microsoft packages including Excel, Outlook and Word.
- A basic understanding of the principles of UK taxation insofar as they affect Trust and Company vehicles and related parties.
The Trust Structurer is a senior specialist position and as such is well paid, with an attractive remuneration package, full bonus based on personal performance against a series of KPI's and revenue / profit target (s) and a full pension.
You can apply by simply clicking the apply button above (to the top right hand side of this text) and filling in the relevant information and attaching your CV / Resume.