ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
Senior Trust Officer
Working at Senior Trust Officer level, the Relationship Manager will provide the highest level of service to clients and their advisers by developing and maintaining excellent relationships through proactively meeting client expectations.
Key Responsibilities
• Regularly liaise with clients and their advisers to ensure good lines of communication are maintained, clients' expectations are met and reports and other information are duly provided in a professional and timely manner.
• Perform day to day administrative tasks on a portfolio of trust corporate client entities.
• Ensure client/internal requests are actioned in a prompt and professional manner, ensure that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly.
• Liaise with 3rd party banks, investment and other asset managers/agents to ensure client assets are properly managed and reported and that reviews and reconciliations are carried out at regular intervals.
• Perform periodic reviews of client entities and ensure all regulatory requirements are complied with as well as ensuring all administrative tasks are duly completed.
• Ensure all tasks undertaken are accurately recorded on timesheets to ensure maximum recoverability of fees.
• Achieve set efficiency.
• Ensure debtors are cleared in accordance with agreed targets.
• Be a valued member of the team and take responsibility for the protection and promotion of the good name and reputation of CCT and Collas Crill.
Skills, Knowledge and Expertise
ESSENTIAL:
• At least 5 years' technical trust experience including the management of a varied portfolio of client entities.
• Strong interpersonal and communication skills, both verbal and written. Confident when dealing with high value clients and professionals by telephone, in correspondence and face to face on routine matters.
ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
• Ability to work under pressure to achieve fixed deadlines and to be willing and able to make the right decisions whilst knowing when to seek assistance.
• Excellent organisational and time management skills.
• The ability to work as part of a team.
• Knowledge of Microsoft Outlook, Word and Excel.
• An understanding of relevant anti-money laundering legislation.
DESIRABLE:
• Knowledge of Fiduciary Services software. "Acumen" knowledge useful but not mandatory – training will be provided where necessary.
• Jersey trust company experience.
• Knowledge of other structuring vehicles e.g. Limited Partnerships, Foundations, PTCs.
About Collas Crill
We're not the biggest firm, but our aim is to be the best. Best for clients, best for staff and best for the communities in which we operate. And we don't just want to be a great law firm, we want to be a great firm by any standards. We encourage and support our people to get involved with charity work, community events and letting their hair down, because whilst we know there's more to life than work, we also know that achieving a good balance benefits everyone: our clients, our communities, our staff and their families. We're always growing - which means we're always on the lookout for motivated, talented individuals who want to further their career in a forward-thinking and supportive environment.