Trust Officer
Role Summary
Who we are
Affinity is an independent private client, trust and fiduciary business, headquartered in Jersey, Channel Islands, with a new office in Dubai. We work closely with families and individuals,providing long-term structuring solutions to help preserve and enhance their assets for themselves and across generations.
Privately owned, our interests are wholly aligned with our clients, and our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey,consistent with Affinity’s commitment to being a responsible business.
Our primary focus is service excellence,delivered by qualified, entrepreneurial, Directors and Trustees, to ensure long-term relationships across generations.
Job summary
We are looking for a Trust Officer to join our team. You will work alongside supportive peers, managers and Directors,and you will also build strong relationships with our clients and their advisers.
The role suits someone who brings care and attention to their work, enjoys solving problems and juggles changing priorities. We value a positive attitude, an enquiring mind and a sense of humour. Above all, we are looking for someone who enjoys working collaboratively.
Whether you are an experienced or developing Trust Officer, we would be delighted to hear from you. We welcome you whether you are continuing your professional journey or returning to work after a career break. Responsibilities and complexity of work will be adapted to your level of experience.
Responsibilities
- Delivering thoughtful, diligent administration of a portfolio of high net worth clients, ensuring a personalised service
- Developing a deep understanding of your client structures, background and objectives
- Supporting the relevant manager or director with onboarding new clients
- Meeting clients and their advisers with a senior colleague
- Acting as a proactive team player and supporting smooth day to day administration
- Ensuring all activities reflect and respect our ethical charter and regulatory responsibilities
- Preparing minutes, processing payments, monitoring KPIs and maintaining accurate records
- Assisting with reviews, financial statements, action points, billing and fee follow up
- Identifying and escalating issues or risks promptly
- Contributing to process improvements and helping refine the way we work
- Sharing knowledge and supporting the development of junior colleagues where appropriate
Qualifications and Skills
Essential
- Must have “Entitled for Work” status i.e. minimum of 5 years residency in Jersey
- 3 to 5 relevant experience, specifically a strong track record in the Trust Sector / Private Client administration.
- A strong understanding of Jersey trust and company legislation, regulation and industry practice
- Experience managing a varied portfolio, with growing exposure to more complex structures
- Strong written and verbal communication skills
- Good organisation, accuracy and time management
- Ability to work independently, take ownership and exercise sound judgement
- Collaborative approach and a willingness to support colleagues
- Working towards or obtained the STEP Diploma in Offshore Trust Management and/or CGI Diploma/professional in Offshore Finance and Administration
Desirable
- Experience preparing accurate trust and company minutes
- An understanding of UK tax matters relevant to offshore trusts and companies
- Familiarity with systems such as Quantios (NAV) and Microsoft Office
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 programme. We support and encourage learning and the work is interesting and challenging. We enjoy what we do and have fun doing it.
Learn more about our benefits on the Careers page
Inclusive hiring practices
We aim to make our recruitment process as inclusive as possible. If you require any reasonable adjustments or support to participate in the interview process, please let us know. We will treat any information provided confidentially and use it only to help make the process accessible for our candidates.
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