Senior Trust Officer

Job Summary: To undertake the day-to-day administration of a portfolio of Client Company and trust structures. From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit company and clients exposure to risk and provide a quality service to clients. Job Accountabilities: Client relationship management Day-to-day administration of a portfolio of fairly complex client cases, including book-keeping entries and the preparation of some financial reports and statements Have a broad understanding of the principles and practices of offshore trusts, companies and related structures Ensure mutual understanding of client and company expectations and commitments at outset and throughout the relationship Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary Understand the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios Critically review a set of company or trusts accounts or other financial reports Have a broad understanding of tax issues and jurisdictions as they relate to client circumstances Anticipate technical problems when dealing with client issues, think laterally and creatively to find solutions and, where necessary, seek expert advice Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to company Develop a rapport with professional intermediaries and service providers in relation to the conduct of client business Business Development Meet with existing intermediaries Develop the existing client base by understanding client needs through effective listening and questioning Demonstrate to clients the ability, supported by company skill base and other sp