Assistant Trust Manager

Boston Link

Family feel culture yet part of an international group. This is a company where you are valued and not just a number.

Administering Trusts is in your blood.

You've been doing it for at least 10 years.
 
Maybe you're in a Senior position, not ready to jump straight into a manager role, however looking to climb the ladder.

This role could be perfect for you.

Reporting to the manager and assisting the director, you will be responsible for a complex portfolio of clients ensuring that the Trust Department meets its Financial Objectives in line with Financial Plans.  

Some of your main responsibilities will be as follows:
  • To be responsible for all aspects of management of a portfolio of trust and companies
  • To ensure the Company meets its Regulatory, Risk and procedure requirements.
  • To develop relationships with clients, intermediaries, prospective clients, and other professional advisors . This will involve traveling to meet contacts where necessary.
  • To ensure that the Company's procedures and standards are met with a particular focus on effective time recording, billing and collection along with efficient process completion of Accounts, Annual and Investment Reviews.
  • Act as at a minimum of a ‘B’ signatory 
  • Ensuring compliance with regulatory requirements is met.
If you are a suitably qualified professional residing in Jersey, apply today for a confidential chat.