Trust Manager

We are looking for Trust Manager to assume overall responsibility for the administration of a portfolio of trusts and companies administered by a team of administrators.

Location: Jersey
Before you apply: Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.


Principal Accountabilities:

  • To attend management meetings to put forward points to enhance the efficiency of the running of the company to be taken forward by the Management Committee.
  • To delegate work to and supervise a team of administrators (variable in numbers).
  • Overall responsibility for all entities administered in the team and for own caseload of highly complex cases.
  • To monitor control checklists relating to accounts preparation, billing and periodic reviews.
  • To ensure that monthly billing targets are achieved.
  • To monitor individual time charging targets and write offs and individual fee invoices generated and monitor debts.
  • To  chair at team meetings in absence of director.
  • To review the incoming post in the morning and distribute to team.
  • To review and check all outgoings from the team where appropriate.
  • To carry out Performance & Development Reviews, ensuring the objectives are achieved and that training requirements are identified and implemented.
  • To provide cover in absence of Director/Associate Director.
  • General day to day administration on a complex portfolio of trusts and companies.
  • To monitor investment portfolio reviews.
  • To sign documents in a capacity as appointed or as authorised signatory.
  • To attend meetings with clients.
  • To liaise with intermediaries and investment brokers, investment managers and third parties and represent the team in meetings.
  • To keep abreast of the changing regulatory environment and new legislation that is being introduced and ensuring that the team are updated.
  • To report to the team details of management and Management Committee meetings.
  • To act as a Director or Alternate Director at client company board meetings.
  • To ensure cover for team portfolios during holidays and long periods of study leave or other absences.
  • Training new staff.
  • To record all time on the Company’s time recording system and ensure narrative is clear.
  • Achieve financial targets as determined by management.
  • Such other duties as the management may at times reasonably require.

This job description is a guide to the principal, current duties of the job.  It does not form part of the contract of employment.

 To find out more or have a confidential discussion, please email or call +44 1534 740000.

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