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ROLE PROFILE
Title: Administrator Business Function: Client Services - Trust Company Business
Reports to: Senior Administrator/Assistant Manager and Client Directors – Client Services
About Imperium Imperium Trust Company (Jersey) Limited (Imperium) is part of the Imperium Group, with offices in Jersey, Guernsey and the UK, providing a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors, establishing a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, legal or accountancy practice or investment institution, means that Imperium’s service is wholly impartial. Our client base includes private families and institutional groups with a broad range of structures but with a common expectation of excellent customer service and care. Flexibility and service delivery is at the core of what we do and who we are.
Role To work closely with the Client Directors and their Team to ensure all client service functions are delivered efficiently and on a timely basis, taking specific responsibility for a small portfolio of less complex clients Client Services are delivered through semi-autonomus groups (Client Group) comprising 2/3 Client Directors, 2 Managers/Assistant Managers and between 4 and 8 Administrators, including Junior Administrators. While each Client engagement has a designated Director, Manager and Administrator, all members of each Client Group work collaboratively to deliver responsive, resilient, and exceptional Client Service, including regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.. Imperium supports the ongoing development of all staff and this would include the achievement of a Table 4 or Table 5 qualification.
Main Duties and Responsibilities
• Administering a portfolio of trusts, companies, and foundations including liaising with Clients, banks and investment managers as and when required.
• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.
• Actively engaging in Imperium’s risk disciplines, ensuring that work is undertaken in adherence to the standards and quality required by Imperium and in accordance with the Imperium Risk Appetite.
• Participating in the DayBox process by which all Client activities and transactions are reviewed and authorised, thereby gaining a broad experience of all the elements of your Client’s activities and structures.
• Working with the Client Group to complete new business documentation and onboard.
• Preparing accurate minutes for Client entity transactions.
• Charging time daily and accurately in PlainSail.
• Meeting chargeable time targets.
• Carrying out cash collections in relation to bills and debt collection effectively and in a timely manner.
• Completion of periodic Client Risk Assessments.
• Attending seminars, presentations and events as appropriate.
• Taking responsibility for own personal development, including meeting CPD requirements, in line with agreed annual performance objectives.
• Championing and actively modelling the Imperium values and behaviours.
Key Qualifications, Skills, and Abilities Required for the Role
• Capable of registration as a Category C Employee under the JFSC Trust Company Business Code of Practice Schedule 1:
• At least two years relevant experience; and
• Either holding or working towards a Table 5 qualification - https://www.jerseyfsc.org/industry/guidance- and-policy/professional-qualifications-trust-company-business/
• Based in Jersey.
• A willingness to develop sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.
• High standard of oral and written communication skills.
• High level of accuracy and attention to detail.
• An enquiring and analytical mindset.
• Strong task and diary management skills with a focus on task completion and delivery.
• Good interpersonal skills with the confidence to approach people at all levels of seniority.
• Appropriate and accurate use of systems.
March 2024