Term: Permanent

Joining a successful and expanding wealth management firm, this individual will be a key member of the trust business – providing client administration and support to the team as a whole through the maintenance and accurate upkeep of all client records. The individual will work closely with peers, managers and directors, as well as our clients and intermediaries. The position requires attention to detail, common sense and initiative, a positive professional attitude and the ability to work well in a team environment. An aptitude for juggling changing priorities, an enquiring mind and a sense of humour are also desirable.

Duties and Responsibilities will include;

  • Delivering efficient, considered and professional management of clients’ affairs at all times
  • Assisting the Senior Trust Manager and lead Director with their client portfolios as well as taking ownership of their own portfolio
  • Accurately maintaining clients’ records, including file set-up, scanning, manual filing and e-filing
  • Supporting the team by undertaking periodic risk reviews and client reviews
  • Assisting the relevant Trust Director with the on-boarding of new clients
  • Developing an in-depth understanding of a designated client portfolio to ensure a personalised service is provided
  • Ensuring that all activities undertaken reflect and respect our Ethical Charter

Qualifications and skills;

  • Must have “Entitled for Work” status i.e. minimum of 5 years’ residency in Jersey
  • A minimum of 4 years relevant industry experience in the private client trust sector
  • Good at building and maintaining relationships, with first-rate interpersonal and communication skills and a friendly, professional demeanour
  • Excellent organisational and time management skills, attention to detail, and the ability to quickly adapt to a changing environment
  • Ability to work as part of a team in an entrepreneurial environment
  • Initiative, drive and enthusiasm to run and complete projects
  • Hold or studying towards the STEP Diploma in Offshore Trust Management and/or ICSA Diploma/professional in Offshore Finance and Administration

Salary and benefits;

We strive to build a diverse, inclusive and equitable workplace. All permanent employees of Affinity are entitled to an attractive benefits package including pension, private healthcare and participation in a well-being program. We support and encourage learning. Days may be long but the work is interesting and challenging. We enjoy what we do and have fun doing it.

Contact Details
Ana Cengic

Email: anacengic@affinitypw.com
Telephone: 01534850460