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Assistant Trust Officer

Jersey

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive.

Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our Private Client and Corporate Services team works with our clients and their advisers, providing an efficient, informed and personal service. We provide a fast-paced, rewarding environment and opportunities to work with a variety of global clients across all major asset classes.

Role overview

To provide support to one of our client-facing teams, assisting the Administrators, Managers and Director with a range of support and administration tasks to provide a quality service to the clients in the team.

From time to time to provide assistance to other teams and undertake specific project work or additional tasks as required to deliver the objectives of the business.

Job accountabilities:

Support a Trust Administration team with a range of day-to-day administrative tasks, including but not restricted, to:

Client administration:

Support a team of trust administrators in the day-to-day administration of their client portfolios to include:

  • Preparing payment instructions with supporting documentation
  • Draft emails and other client correspondence
  • Preparing and completing a range of checklists
  • Drafting minutes and resolutions
  • Managing tasks and deadlines, to include chasing actions.
  • Preparing a range of reports for clients
  • Updating internal systems and databases
  • Requesting CDD where required
  • Providing support with billing
  • Providing a range of general admin support e.g., scanning, photocopying, organising meetings, updating spreadsheets
  • Liaising with advisors, intermediaries, service providers and other third parties in relation to the conduct of client business.
  • Have a basic understanding of the principles and practices of offshore trusts, companies and related structures.
  • Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to PIFM.

Risk management:

  • Demonstrate an understanding of local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction.
  • Report complaints, operational risks, suspicions etc in accordance with local procedures.
  • Ensure that risk issues are reported to the Manager, Directors and Compliance as appropriate.
  • Understand, apply and adhere to PIFM’s risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements.
  • Assess and manage risk situations to avert potential risk issues for both clients and PIFM and to ensure that the assets of both are protected.
  • Ensure that client complaints are dealt with in a timely manner and at the right level.

Corporate governance:

  • Actively champion PIFM’s values by promoting a culture of professionalism, teamwork and leadership.
  • Understand PIFM’s vision and the direction in which the Group is heading.
  • Understand how the role of each individual contributes to PIFM’s vision.
  • Understand and acknowledge the need for change.

Personal development:

  • Attend seminars and workshops, read industry publications and advisory briefs, and follow developments in wealth management to enhance professional and technical knowledge.
  • Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance.

Minimum education and experience:

  • The holder of this position should be educated to GCSE level and have a minimum of two years’ experience working in fiduciary services.
  • Possession of, or studying towards, a recognised offshore trust and company certificate qualification would be an advantage.

Skills:

  • Excellent administration and organisational skills.
  • Good knowledge of offshore fiduciary services.
  • Excellent communication and interpersonal skills for dealing with colleagues, intermediaries, and clients.
  • Excellent time management with the ability to prioritise work effectively.
  • Good understanding of financial markets and finances in general.
  • An understanding of compliance issues and the regulatory framework within which PIFM operates.

Five years’ Jersey residency is required for this role, in adherence with the Control of Housing and Work (Jersey) Law 2012.

Our values

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Commitment to diversity

We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone
can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.

Applying with a disability

We are committed to ensuring a great experience for colleagues with a disability. Once you get to the
selection stage, please let us know about any adjustments that you may require.

Apply

Thank you for your application. We receive a high volume of enquiries and aim to view and assess all
applications as soon as we can. We will do our best to respond to you.

Apply for the role at Praxis

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This form collects your name, email address and telephone number so that we can communicate with you. Please review our Candidate Fair Processing Notices to see how we protect and manage your submitted data. We do not need to collect any special category personal data at this point of the application, and it should not be included in your CV. Special category data concerns racial, ethnic origin, political opinions, gender, religious or philosophical beliefs, health, genetic and biometric data, or trade union memberships.

If this role isn’t for you but you’d like to find out more and register your interest in a career with Praxis please complete our speculative enquiry

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Apply for the role at Praxis

Clear files

This form collects your name, email address and telephone number so that we can communicate with you. Please review our Candidate Fair Processing Notices to see how we protect and manage your submitted data. We do not need to collect any special category personal data at this point of the application, and it should not be included in your CV. Special category data concerns racial, ethnic origin, political opinions, gender, religious or philosophical beliefs, health, genetic and biometric data, or trade union memberships.