Trust Officer – UBS Trustees (Jersey) Ltd
UBS
Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do?
We are looking for a trainee Trust Officer to:
• undertake the administration of trust and company structures with supervision;
• liaise directly with UBS Wealth Planners, Trust Relationship Managers and Client Advisors with regard to day-to-day administration matters;
• assist in reviewing documentation for new business;
• arrange meetings and prepare the appropriate trust and company minutes and resolutions;
• review corporate documentation and arrange meetings and prepare minutes where required;
• review and input client data ensuring that it is up to date and accurate;
• adopt a positive and solution orientated approach to tasks liaising with colleagues where required;
• work with internal control functions where required;
• work with external advisors where required;
• understand fiduciary and AML risk and escalate any concerns;
• undertake other ad hoc tasks as requested by the Team Head or other members of Senior Management;
• communicate effectively with colleagues and peers; and
• comply with all laws, regulations, policies and standards, contributing to an effective risk culture.
We are looking for a trainee Trust Officer to:
• undertake the administration of trust and company structures with supervision;
• liaise directly with UBS Wealth Planners, Trust Relationship Managers and Client Advisors with regard to day-to-day administration matters;
• assist in reviewing documentation for new business;
• arrange meetings and prepare the appropriate trust and company minutes and resolutions;
• review corporate documentation and arrange meetings and prepare minutes where required;
• review and input client data ensuring that it is up to date and accurate;
• adopt a positive and solution orientated approach to tasks liaising with colleagues where required;
• work with internal control functions where required;
• work with external advisors where required;
• understand fiduciary and AML risk and escalate any concerns;
• undertake other ad hoc tasks as requested by the Team Head or other members of Senior Management;
• communicate effectively with colleagues and peers; and
• comply with all laws, regulations, policies and standards, contributing to an effective risk culture.
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