Job Description
Qualifications Required:
Holds a Category C qualification or working towards a relevant professional qualification (ACCA/ICSA/STEP Certificate)
Key responsibilities:
- Assist with the administration of 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.
- Preparation of minutes.
- Preparation of client reviews having regard to CDD.
- Respond to and follow up client queries and communications.
- Meets or substantially meets all the key skills and experience requirements listed below.
- Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.
- Ensure that all clients are administered in accordance with the PPM and AML Manuals
- Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.
- Any other reasonable task we ask you to perform from time to time.
- Abide by Baccata Group policies and procedures, AML training as amended from time to time.
- 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 3 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 18 months at Assistant Trust Officer/ Trust Officer level.
- Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB.
- Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).
- Good organisational and communication skills.
- Experience in using Quantios (Dynamic 365) and eDocs (document management system) (preferred but not essential as training will be given).
- Good interpersonal skills
- An ability to work effectively with people across a wide range of levels and responsibilities.
- Good attention to detail.
- Good team working skills.
- Good keyboard skills.
- Good numeracy skills.
- Good degree of accuracy.
- A team player.
- A basic understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements.
- A basic 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.