Senior Trust Officer
Location: St. Helier, Jersey
Salary: £45,000-£55,000 per year
 
Overview and Opportunity
 
We are searching for an experienced Senior Trust Officer to join an independent trust firm in St. Helier, Jersey, with a salary on offer of £45,000-£55,000 per year, DOE.
 
Job description
 
In this role you will be responsible for the day-to-day administration of a portfolio of clients, ensuring that fiduciary and regulatory requirements are high to the highest possible standards.
 
You will have strong technical trust knowledge and the ability to manage client relationships and expectations with professionalism and accuracy.
 
Main Responsibilities:

• Administer client trust and company structures in accordance with fiduciary duties, applicable laws, regulations, and internal policies and procedures.
• Maintain accurate and up-to-date statutory records, registers, and client documentation in line with regulatory and business standards.
• Identify, escalate, and report compliance breaches, risk concerns, or suspicious activity, supporting a strong compliance and risk-aware culture.
• Manage a portfolio of clients, including bookkeeping entries, company secretarial duties, and the preparation and review of financial statements and reports.
• Deliver a high standard of client service through effective communication, timely execution of tasks, and strict confidentiality.
• Build and maintain strong working relationships with clients, professional intermediaries, investment advisers, asset managers, and other third parties.
• Apply technical knowledge of offshore trusts, companies, financial asset management, and relevant tax considerations, escalating complex issues as appropriate.
• Plan, prioritise, and manage workload and deadlines effectively, demonstrating sound time management, judgement, and attention to detail.
• Manage time recording, work in progress, and billing inputs for the client portfolio, contributing to commercial efficiency and profitability.
• Contribute to team and business initiatives, including process improvements, cross-team projects, training and development of junior staff, and ongoing professional development (CPD)

Ideal Candidate:

• Minimum of 2+ years experience in trusts, fiduciary, or financial services environments; with proven experience of administering a portfolio of trust and company structures
• Strong understanding of laws, regulations, and governance principles applicable to trust company and fiduciary business, with a high level of risk awareness.
• Clear awareness of fiduciary duties and responsibilities and the standards expected within a regulated financial services environment.
• Ability to interpret and work confidently with trust deeds, company constitutional documents, and related legal documentation.
• Working knowledge of taxation principles and their impact on trust and corporate structures.
• Strong analytical and numeracy skills, with close attention to detail, accuracy, and quality.
• Effective communication and interpersonal skills, with the ability to build and maintain professional relationships with clients, colleagues, and intermediaries.
• Strong technical understanding of the Jersey fiduciary regulatory, risk, and compliance landscape.

To apply for this role, please send your CV to: andrew@achieveprofessionals.com