|Salary: To be negotiated|
Key responsibilities and accountabilities:
• Maintain and administer a portfolio of clients of the Baccata Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.
• Attending client meetings and preparing file notes of the same.
• Liaising directly with clients, intermediaries, investment managers, bankers and advisors.
• Undertake client file reviews.
• Ensure that all action points arising from reviews and risk escalations are managed proactively.
• Preparation of minutes.
• Monitoring of clients’ cash requirements.
• Preparation of client reviews having regard to CDD.
• Respond to and follow up client queries and communications.
• Regular review and responsibility for collection and chasing outstanding aged debts in liaison with the finance department.
• Provide guidance and support to the administrators of the team.
• To sit on and chair, if necessary, one or more committees or sub-committees that may be introduced by the board to facilitate the good governance of the Baccata Group of Companies, such as Investment, Policy and Procedures, Risk, Finance, Business Development, IT.
• Ensure that all clients are administered in accordance with the PPM and AML Manuals.
• Action any tasks required by the Baccata board or committee of the board within the timeframe agreed by the board or committee.
Key skills and experience requirements
• A minimum of 5 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level.
• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).
• Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB.
• Good organisational and communication skills.
• Experience in using TrustQuay and eDocs (document management system) (not essential as training will be given).
• An understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues, financial markets and the world economy.
• A general awareness of risk issues in the context of fiduciary responsibilities.
• Motivated and driven with an ability to work under pressure to tight deadlines.
• A willingness to travel as business needs dictate.