Trust Officer at Suntera Trustees (Jersey) Limited

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in the United Kingdom seeks a professional to manage day-to-day operations, develop client relationships, and ensure compliance with local legislation. Key responsibilities include identifying new business opportunities, maintaining statutory records, and ensuring clients' assets are well-managed. The role requires attending meetings with clients and advisors and completing trust control functions efficiently.

Responsibilities

• Responsible for the efficient day-to-day management of the Company’s affairs.
• Build and develop client and intermediary relationships.
• Identify and convert new business opportunities.
• Attend meetings with clients and/or their advisors.
• Maintain statutory records for entities under administration.
• Complete all trust control functions on time.
• Ensure all clients’ assets are under full control of the trust.

Job description

Responsibilities

• Responsible for the efficient day‑to‑day management of the Company’s affairs, always in accordance with the terms of appointment and in line with group procedures.
• Build and develop client and intermediary relationships with a view to developing new business opportunities.
• Identify and convert new business opportunities.
• Attend meetings with clients and/or their advisors either in Jersey or occasionally overseas.
• Maintain statutory records for entities under administration, ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established.
• Complete all trust control functions, within the agreed timeframe, including periodic reviews, accounts, updating of registers, etc.
• Ensure all clients’ assets are correctly identified, allocated and under full control of the trust.